Filed December 31, 2008
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 | $71,462 |
EDWARD JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $35,363 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,984 | $50,199+107.1% | $70,092+48.4% | $66,914+55.4% |
| Participation rate | 95.6% | 66.3%+29.3pp | 70.5%+25.1pp | 69.8%+25.8pp |
| Annual return | -14.83% | -13.85%-1.0pp | 190.73%-205.6pp | 1.58%-16.4pp |
| Employer contribution / active EE | $2,784 | $1,864+49.4% | $2,559+8.8% | $2,544+9.4% |
| Participant deferral / active EE | $6,139 | $3,112+97.3% | $3,849+59.5% | $4,237+44.9% |
| Admin fee / account holder | $621 | $600+3.6% | $6,267-90.1% | $593+4.7% |