Filed December 2, 2011
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 | $141,018 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $60,578 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,128 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,000 | $50,815-33.1% | $155,509-78.1% | $77,643-56.2% |
| Participation rate | 92.3% | 63.1%+29.2pp | 78.2%+14.1pp | 70.6%+21.7pp |
| Annual return | 13.59% | 34.80%-21.2pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,068 | $1,993-46.4% | $4,672-77.1% | $2,726-60.8% |
| Participant deferral / active EE | $3,664 | $2,822+29.8% | $5,626-34.9% | $4,647-21.2% |
| Admin fee / account holder | $259 | $437-40.6% | $15,912-98.4% | $430-39.7% |