Filed April 5, 2007
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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $78,834 |
MMA SECURITIES LLC8 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $44,187 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,578 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,398 | $101,499+76.7% | $147,005+22.0% | $74,546+140.7% |
| Participation rate | 99.2% | 75.5%+23.7pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 13.08% | 8732.34%-8719.3pp | 418.76%-405.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $4,238 | $3,811+11.2% | $4,934-14.1% | $2,624+61.5% |
| Participant deferral / active EE | $14,708 | $7,304+101.4% | $8,070+82.3% | $4,347+238.3% |
| Admin fee / account holder | $484 | $1,748-72.3% | $13,006-96.3% | $1,944-75.1% |