Filed May 25, 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 Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $176,597 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $42,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,470 | $66,457+167.0% | $81,382+118.1% | $77,643+128.6% |
| Participation rate | 97.8% | 68.7%+29.0pp | 69.5%+28.3pp | 70.6%+27.2pp |
| Annual return | 11.24% | 15.93%-4.7pp | 24.73%-13.5pp | 31.24%-20.0pp |
| Employer contribution / active EE | $2,806 | $2,159+29.9% | $2,463+13.9% | $2,726+2.9% |
| Participant deferral / active EE | $6,599 | $3,679+79.4% | $3,883+70.0% | $4,647+42.0% |
| Admin fee / account holder | $425 | $583-27.1% | $5,768-92.6% | $430-1.3% |