Filed April 21, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $132,975 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $60,620 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,618 |
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 | $128,619 | $98,727+30.3% | $113,168+13.7% | $85,563+50.3% |
| Participation rate | 97.9% | 80.8%+17.1pp | 76.6%+21.3pp | 66.0%+31.9pp |
| Annual return | 20.09% | 17.43%+2.7pp | 24.27%-4.2pp | 31.51%-11.4pp |
| Employer contribution / active EE | $4,037 | $2,907+38.9% | $2,975+35.7% | $2,654+52.2% |
| Participant deferral / active EE | $11,520 | $5,424+112.4% | $5,107+125.6% | $4,375+163.3% |
| Admin fee / account holder | $303 | $357-15.1% | $12,068-97.5% | $834-63.7% |