Filed February 10, 2006 (most recent of 3 filings on file)
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 | $277,726 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,431 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $55,147 | $57,610-4.3% | $154,803-64.4% | $102,872-46.4% |
| Participation rate | 97.2% | 59.5%+37.8pp | 78.1%+19.2pp | 73.0%+24.2pp |
| Annual return | 15.79% | 30.49%-14.7pp | 58.88%-43.1pp | 19.06%-3.3pp |
| Employer contribution / active EE | $2,963 | $1,883+57.3% | $4,305-31.2% | $3,526-16.0% |
| Participant deferral / active EE | $4,715 | $2,914+61.8% | $5,540-14.9% | $5,535-14.8% |
| Admin fee / account holder | $66 | $368-82.1% | $14,329-99.5% | $292-77.4% |