Filed April 27, 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 | $168,058 |
Service code 99 7 WEST SQUARE LAKE RD · BLOOMFIELD HILLS, MI 48302 | Other Fees | $157,000 |
BOURGEOIS BENNETT LLC1 year Service code 99 PO BOX 60600 · METAIRIE, LA 70005 | Other Fees | $17,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,369 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,508 | $2,679,533-94.6% | $164,813-12.3% | $199,593-27.6% |
| Participation rate | 93.9% | 78.3%+15.6pp | 78.6%+15.3pp | 72.0%+21.9pp |
| Annual return | 12.57% | 17.93%-5.4pp | 69.93%-57.4pp | 34.25%-21.7pp |
| Employer contribution / active EE | $7,832 | $2,970+163.7% | $4,341+80.4% | $3,034+158.1% |
| Participant deferral / active EE | $8,131 | $5,010+62.3% | $6,031+34.8% | $5,087+59.8% |
| Admin fee / account holder | $187 | $1,982-90.6% | $12,690-98.5% | $269-30.5% |