Filed September 2, 2008 (most recent of 5 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 9-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 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $34,780 |
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC Service code 50 PO BOX 8904 · VANCOUVER, WA 986889912 | Direct Payment | $14,209 |
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $7,334 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,216 |
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 | $43,523 | $72,994-40.4% | $120,354-63.8% | $77,643-43.9% |
| Participation rate | 94.9% | 55.2%+39.7pp | 71.9%+23.0pp | 70.6%+24.3pp |
| Annual return | 10.79% | 18.23%-7.4pp | 107.15%-96.4pp | 31.24%-20.5pp |
| Employer contribution / active EE | $1,744 | $1,793-2.7% | $3,463-49.6% | $2,726-36.0% |
| Participant deferral / active EE | $2,577 | $3,011-14.4% | $4,991-48.4% | $4,647-44.6% |
| Admin fee / account holder | $178 | $658-72.9% | $9,423-98.1% | $430-58.6% |