Filed August 17, 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,135 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 27 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46802 | Advisory (Plan) | $59,964 |
Service code 27 3440 TORINGDON WAY STE 205 · CHARLOTTE, NC 28277 | Advisory (Plan) | $4,797 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,961 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,470 | $113,293-74.9% | $67,502-57.8% | $199,593-85.7% |
| Participation rate | 75.4% | 73.3%+2.1pp | 72.9%+2.5pp | 72.0%+3.4pp |
| Annual return | 14.35% | 15.88%-1.5pp | 3512.12%-3497.8pp | 34.25%-19.9pp |
| Employer contribution / active EE | $969 | $3,401-71.5% | $2,731-64.5% | $3,034-68.1% |
| Participant deferral / active EE | $2,949 | $4,159-29.1% | $4,000-26.3% | $5,087-42.0% |
| Admin fee / account holder | $138 | $103+34.5% | $3,998-96.5% | $269-48.7% |