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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $126,663 |
DA DAVIDSON & CO8 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 | $29,643 |
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 | $42,807 | $104,631-59.1% | $98,439-56.5% | $80,160-46.6% |
| Participation rate | 96.4% | 87.5%+8.8pp | 75.2%+21.2pp | 72.9%+23.4pp |
| Annual return | 19.77% | 34.72%-14.9pp | 21.16%-1.4pp | 40.38%-20.6pp |
| Employer contribution / active EE | $1,627 | $4,517-64.0% | $3,048-46.6% | $2,978-45.4% |
| Participant deferral / active EE | $3,761 | $6,545-42.5% | $4,738-20.6% | $5,017-25.0% |
| Admin fee / account holder | $131 | $105+24.7% | $8,948-98.5% | $145-9.8% |