Filed December 10, 2005 (most recent of 3 filings on file)
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 | $7,935 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,927 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,196 |
ASAE BUSINESS SERVICES6 years Service code 99 1575 I ST NW · WASHINGTON, DC 20005 | Other Fees | $3,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,384 | $58,234+299.1% | $81,783+184.1% | $80,874+187.3% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.4%+23.6pp | 67.6%+28.4pp |
| Annual return | 15.11% | 41.70%-26.6pp | 775.05%-759.9pp | 35.62%-20.5pp |
| Employer contribution / active EE | $13,304 | $2,341+468.2% | $2,913+356.8% | $2,756+382.8% |
| Participant deferral / active EE | $10,134 | $3,283+208.7% | $4,320+134.6% | $4,297+135.8% |
| Admin fee / account holder | $119 | $4,982-97.6% | $7,380-98.4% | $6,935-98.3% |