Filed November 14, 2006
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 Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $97,364 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $49,286 |
ALVAREZ & MARSAL TAXAND, LLC4 years Filed as: ALVAREZ & MARSAL HOLDINGS LLC DBA A Service code 16 6430 S FIDDLERS GREEN CIR STE 300 · GREENWOOD VILLAGE, CO 80111 | Consulting | $27,403 |
K FINANCIAL INC7 years Service code 10 940 MAIN ST · LOUISVILLE, CO 80027 | Accounting | $18,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,474 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,933 | $29,548+65.6% | $56,411-13.3% | $77,643-37.0% |
| Participation rate | 93.3% | 32.7%+60.7pp | 52.5%+40.9pp | 70.6%+22.8pp |
| Annual return | 12.31% | 19.01%-6.7pp | 1701.33%-1689.0pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,363 | $568+140.1% | $1,039+31.2% | $2,726-50.0% |
| Participant deferral / active EE | $3,067 | $1,061+189.1% | $1,952+57.1% | $4,647-34.0% |
| Admin fee / account holder | $199 | $1,046-80.9% | $2,829-93.0% | $430-53.7% |