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 | $55,651 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $44,363 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,777 | $91,407+32.1% | $135,903-11.1% | $71,457+69.0% |
| Participation rate | 91.2% | 75.7%+15.5pp | 81.9%+9.3pp | 67.9%+23.3pp |
| Annual return | 16.22% | 29.90%-13.7pp | 68.23%-52.0pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,271 | $3,703-38.7% | $4,856-53.2% | $2,588-12.2% |
| Participant deferral / active EE | $9,728 | $7,092+37.2% | $7,758+25.4% | $4,289+126.8% |
| Admin fee / account holder | $368 | $1,266-71.0% | $10,762-96.6% | $1,587-76.8% |