Filed August 29, 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,677 |
DAVENPORT & COMPANY LLC6 years Service code 27 901 E CARY ST 11TH FL · RICHMOND, VA 23219 | Advisory (Plan) | $15,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,003 | $58,264-64.0% | $86,612-75.8% | $71,457-70.6% |
| Participation rate | 58.3% | 65.0%-6.7pp | 71.7%-13.4pp | 67.9%-9.6pp |
| Annual return | 15.34% | 21.63%-6.3pp | 591.07%-575.7pp | 28.85%-13.5pp |
| Employer contribution / active EE | $1,890 | $2,574-26.6% | $3,022-37.5% | $2,588-26.9% |
| Participant deferral / active EE | $1,645 | $3,436-52.1% | $4,438-62.9% | $4,289-61.6% |
| Admin fee / account holder | $120 | $1,057-88.7% | $5,614-97.9% | $1,587-92.4% |