Filed November 8, 1996
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 | $157,621 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 5959 ROCKSIDE WOODS BLVD N · CLEVELAND, OH 44131 | Advisory (Plan) | $61,756 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,937 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,414 | $76,173-60.1% | $81,382-62.6% | $199,593-84.8% |
| Participation rate | 91.8% | 76.3%+15.5pp | 69.5%+22.3pp | 72.0%+19.8pp |
| Annual return | 12.42% | 15.59%-3.2pp | 24.73%-12.3pp | 34.25%-21.8pp |
| Employer contribution / active EE | $1,286 | $2,792-53.9% | $2,463-47.8% | $3,034-57.6% |
| Participant deferral / active EE | $2,645 | $4,201-37.0% | $3,883-31.9% | $5,087-48.0% |
| Admin fee / account holder | $95 | $146-35.1% | $5,768-98.4% | $269-64.7% |