Filed September 15, 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 O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $119,281 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $56,574 |
MOSS ADAMS LLP4 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $7,340 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,041 | $88,890+309.5% | $102,423+255.4% | $77,643+368.9% |
| Participation rate | 91.8% | 80.9%+10.9pp | 76.5%+15.3pp | 70.6%+21.2pp |
| Annual return | 16.95% | 24.98%-8.0pp | 29.32%-12.4pp | 31.24%-14.3pp |
| Employer contribution / active EE | $2,918 | $2,698+8.2% | $3,023-3.5% | $2,726+7.0% |
| Participant deferral / active EE | $12,834 | $5,145+149.4% | $5,053+154.0% | $4,647+176.2% |
| Admin fee / account holder | $231 | $235-1.8% | $9,451-97.6% | $430-46.3% |