Filed April 9, 1993 (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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $152,036 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP CONSULTING LLC Service code 27 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Advisory (Plan) | $40,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $123,178 | $71,142+73.1% | $119,609+3.0% | $64,808+90.1% |
| Participation rate | 64.3% | 78.6%-14.3pp | 79.3%-15.0pp | 71.5%-7.2pp |
| Annual return | -16.98% | -10.01%-7.0pp | -14.97%-2.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,638 | $2,497-34.4% | $4,232-61.3% | $2,506-34.6% |
| Participant deferral / active EE | $4,064 | $4,490-9.5% | $5,602-27.4% | $4,310-5.7% |
| Admin fee / account holder | $505 | $162+211.6% | $10,323-95.1% | $188+169.0% |