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.
Unlock peer percentile detail 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.
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 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,539 | $46,464-12.8% | $150,298-73.0% | $79,634-49.1% |
| Participation rate | 97.3% | 57.0%+40.4pp | 77.8%+19.5pp | 62.5%+34.8pp |
| Annual return | 12.41% | 27.89%-15.5pp | 62.79%-50.4pp | 36.46%-24.0pp |
| Employer contribution / active EE | $1,575 | $1,512+4.2% | $4,154-62.1% | $2,529-37.7% |
| Participant deferral / active EE | $3,215 | $2,157+49.1% | $5,453-41.0% | $3,835-16.1% |
| Admin fee / account holder | $88 | $891-90.1% | $14,116-99.4% | $1,002-91.2% |