Filed July 12, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $280,993 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,078 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $71,904 |
DURHAM JONES & PINEGAR6 years Service code 29 PO BOX 4050 · SALT LAKE CITY, UT 84110 | Legal | $31,006 |
HINTON BURDICK, PLLC8+ years Service code 10 63 SOUTH 300 EAST SUITE 100 · ST GEORGE, UT 84770 | Accounting | $14,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,351 | $95,918-53.8% | $151,611-70.7% | $77,904-43.1% |
| Participation rate | 96.7% | 88.7%+8.0pp | 87.5%+9.2pp | 73.7%+23.0pp |
| Annual return | -10.22% | -5.50%-4.7pp | 3.33%-13.6pp | 12.21%-22.4pp |
| Employer contribution / active EE | $1,669 | $4,330-61.5% | $6,166-72.9% | $2,848-41.4% |
| Participant deferral / active EE | $4,970 | $7,508-33.8% | $8,363-40.6% | $4,806+3.4% |
| Admin fee / account holder | $121 | $93+29.6% | $11,616-99.0% | $133-8.8% |