Filed March 9, 2010
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 | $28,111 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $22,422 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,124 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,539 | $50,982-20.5% | $154,803-73.8% | $85,563-52.6% |
| Participation rate | 97.3% | 59.8%+37.5pp | 78.1%+19.2pp | 66.0%+31.3pp |
| Annual return | 12.41% | 30.35%-17.9pp | 58.88%-46.5pp | 31.51%-19.1pp |
| Employer contribution / active EE | $1,575 | $1,708-7.8% | $4,305-63.4% | $2,654-40.6% |
| Participant deferral / active EE | $3,215 | $2,474+30.0% | $5,540-42.0% | $4,375-26.5% |
| Admin fee / account holder | $88 | $846-89.6% | $14,329-99.4% | $834-89.5% |