Filed November 28, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 27 · EIN 20-5282002 11850 SW 67TH AVE · PORTLAND, OR 97223 | Advisory (Plan) | $65,140 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $60,065 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,186 | $58,778+85.8% | $129,207-15.5% | $77,643+40.6% |
| Participation rate | 42.1% | 59.2%-17.1pp | 69.6%-27.5pp | 70.6%-28.5pp |
| Annual return | 13.00% | 24.73%-11.7pp | 9417.33%-9404.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,454 | $1,952-25.5% | $4,153-65.0% | $2,726-46.6% |
| Participant deferral / active EE | $4,189 | $3,212+30.4% | $4,168+0.5% | $4,647-9.9% |
| Admin fee / account holder | $507 | $589-14.0% | $7,715-93.4% | $430+17.8% |