Filed March 27, 2007
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 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $17,870 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP INC Service code 13 111 SW 5TH AVE STE 4000 · PORTLAND, OR 97204 | Contract Administrator | $2,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,685 | $59,417+25.7% | $93,606-20.2% | $74,495+0.3% |
| Participation rate | 53.2% | 59.7%-6.5pp | 68.7%-15.5pp | 67.2%-14.0pp |
| Annual return | 10.13% | 81.83%-71.7pp | 133.20%-123.1pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,323 | $3,050-23.8% | $4,411-47.3% | $4,346-46.6% |
| Admin fee / account holder | $188 | $3,021-93.8% | $8,285-97.7% | $1,942-90.3% |