Filed October 12, 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 | $214,249 |
PNC BANK, N.A.2 years Filed as: PNC BANK NA Service code 27 1900 E 9TH ST · CLEVELAND, OH 44114 | Advisory (Plan) | $52,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,274 |
Participant contribution per participant 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 | $88,610 | $153,743-42.4% | $197,124-55.0% | $103,975-14.8% |
| Participation rate | 90.8% | 91.1%-0.3pp | 86.7%+4.1pp | 72.5%+18.3pp |
| Annual return | 30.18% | 17.60%+12.6pp | 44.34%-14.2pp | 19.41%+10.8pp |
| Employer contribution / active EE | $2,548 | $5,424-53.0% | $6,227-59.1% | $3,722-31.6% |
| Participant deferral / active EE | $4,822 | $9,152-47.3% | $9,135-47.2% | $5,343-9.7% |
| Admin fee / account holder | $74 | $131-43.4% | $16,298-99.5% | $332-77.6% |