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 | $159,098 |
DA DAVIDSON & CO9 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 | $31,228 |
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 | $47,885 | $112,623-57.5% | $106,213-54.9% | $199,593-76.0% |
| Participation rate | 96.5% | 86.2%+10.2pp | 75.3%+21.2pp | 72.0%+24.5pp |
| Annual return | 13.84% | 15.57%-1.7pp | 116.14%-102.3pp | 34.25%-20.4pp |
| Employer contribution / active EE | $1,650 | $4,575-63.9% | $3,171-48.0% | $3,034-45.6% |
| Participant deferral / active EE | $3,938 | $6,659-40.9% | $5,016-21.5% | $5,087-22.6% |
| Admin fee / account holder | $142 | $107+32.6% | $11,033-98.7% | $269-47.2% |