Filed July 27, 2006 (most recent of 2 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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $89,409 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,825 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $28,788 |
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 | $194,273 | $88,083+120.6% | $164,813+17.9% | $74,495+160.8% |
| Participation rate | 99.4% | 73.0%+26.4pp | 78.6%+20.8pp | 67.2%+32.2pp |
| Annual return | 11.85% | 17.26%-5.4pp | 69.93%-58.1pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $14,319 | $2,593+452.2% | $4,341+229.9% | $2,623+445.9% |
| Participant deferral / active EE | $10,927 | $4,498+142.9% | $6,031+81.2% | $4,346+151.4% |
| Admin fee / account holder | $683 | $2,234-69.4% | $12,690-94.6% | $1,942-64.8% |