Filed February 21, 2010
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 | $189,330 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,179 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
Filed as: CHARLES SCHWAB & CO INC Service code 33 | Securities brokerage | $0 |
Filed as: CHARLES SCHWAB & CO INC. Service code 33 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,929 | $122,693+8.3% | $184,203-27.8% | $199,593-33.4% |
| Participation rate | 93.7% | 86.8%+6.9pp | 86.8%+6.9pp | 72.0%+21.7pp |
| Annual return | 14.47% | 143.91%-129.4pp | 28.81%-14.3pp | 34.25%-19.8pp |
| Employer contribution / active EE | $4,303 | $4,584-6.1% | $6,427-33.1% | $3,034+41.8% |
| Participant deferral / active EE | $5,942 | $7,990-25.6% | $9,131-34.9% | $5,087+16.8% |
| Admin fee / account holder | $60 | $121-49.8% | $13,901-99.6% | $269-77.5% |