Filed March 14, 1994
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 | $45,155 |
Service code 27 880 CARILON PARKWAY · ST PETERBERG, FL 33716 | Advisory (Plan) | $39,292 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $13,212 |
Filed as: PENTEC PENSION MGMT GROUP Service code 13 | Contract Administrator | $10,000 |
Filed as: PENTEC PENSION MGMT Service code 13 · EIN 75-2776689 | Contract Administrator | $8,167 |
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 | $89,930 | $130,194-30.9% | $169,993-47.1% | $71,457+25.9% |
| Participation rate | 93.6% | 86.1%+7.5pp | 87.0%+6.6pp | 67.9%+25.7pp |
| Annual return | 15.59% | 20.37%-4.8pp | 53.37%-37.8pp | 28.85%-13.3pp |
| Employer contribution / active EE | $3,187 | $4,381-27.3% | $6,785-53.0% | $2,588+23.2% |
| Participant deferral / active EE | $4,799 | $6,923-30.7% | $10,408-53.9% | $4,289+11.9% |
| Admin fee / account holder | $350 | $966-63.8% | $12,815-97.3% | $1,587-78.0% |