Filed April 12, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,843 |
Service code 27 PO BOX 30918 · BILLINGS, MT 59116 | Advisory (Plan) | $25,796 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,390 | $49,915+3.0% | $154,803-66.8% | $74,304-30.8% |
| Participation rate | 68.6% | 54.0%+14.6pp | 78.1%-9.5pp | 60.3%+8.2pp |
| Annual return | 15.17% | 34.06%-18.9pp | 58.88%-43.7pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,369 | $1,611-15.0% | $4,305-68.2% | $2,241-38.9% |
| Participant deferral / active EE | $2,151 | $2,255-4.6% | $5,540-61.2% | $3,767-42.9% |
| Admin fee / account holder | $380 | $2,189-82.7% | $14,329-97.4% | $2,969-87.2% |