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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,236 |
Filed as: ALVAREZ & MARSAL HOLDINGS LLC Service code 16 6430 S FIDDLERS GREEN CIR STE 300 · GREENWOOD VILLAGE, CO 80111 | Consulting | $69,650 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $59,004 |
K FINANCIAL INC8 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 | $12,729 |
Service code 27 | Advisory (Plan) | $3,000 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,511 | $30,588+88.0% | $53,898+6.7% | $85,563-32.8% |
| Participation rate | 94.1% | 26.3%+67.7pp | 55.0%+39.1pp | 66.0%+28.1pp |
| Annual return | 21.79% | 50.42%-28.6pp | 528.60%-506.8pp | 31.51%-9.7pp |
| Employer contribution / active EE | $1,609 | $436+269.0% | $932+72.6% | $2,654-39.4% |
| Participant deferral / active EE | $3,888 | $848+358.5% | $1,826+112.9% | $4,375-11.1% |
| Admin fee / account holder | $234 | $1,879-87.6% | $2,491-90.6% | $834-72.0% |