Filed May 8, 2006
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $83,572 |
GUARDIAN WEALTH PARTNERS LLP7 years Filed as: GUARDIAN WEALTH PARTNERS LLC Service code 26 4270 THE CIRCLE AT NORTH HILLS · RALEIGH, NC 27609 | Advisory (Participants) | $50,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,508 |
GILLIAM COBLE & MOSER LLP5 years Filed as: GILLIAM BELL MOSER Service code 13 PO BOX 621 · BURLINGTON, NC 27216 | Contract Administrator | $7,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,306 | $104,919-33.9% | $116,228-40.4% | $85,563-19.0% |
| Participation rate | 96.7% | 78.6%+18.1pp | 74.6%+22.2pp | 66.0%+30.8pp |
| Annual return | 16.04% | 15.38%+0.7pp | 90.06%-74.0pp | 31.51%-15.5pp |
| Employer contribution / active EE | $1,859 | $3,485-46.7% | $2,994-37.9% | $2,654-29.9% |
| Participant deferral / active EE | $5,646 | $5,306+6.4% | $4,953+14.0% | $4,375+29.0% |
| Admin fee / account holder | $199 | $429-53.5% | $11,989-98.3% | $834-76.1% |