Filed November 9, 2005
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 | $146,414 |
DA DAVIDSON & CO7 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $49,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,064 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,106 | $136,266-72.0% | $90,749-58.0% | $77,904-51.1% |
| Participation rate | 96.8% | 86.6%+10.1pp | 75.7%+21.1pp | 73.7%+23.1pp |
| Annual return | -13.28% | -11.32%-2.0pp | -12.16%-1.1pp | 12.21%-25.5pp |
| Employer contribution / active EE | $1,597 | $4,215-62.1% | $2,921-45.3% | $2,848-43.9% |
| Participant deferral / active EE | $3,747 | $6,353-41.0% | $4,564-17.9% | $4,806-22.0% |
| Admin fee / account holder | $150 | $399-62.5% | $8,445-98.2% | $133+12.8% |