Filed April 13, 2007 (most recent of 3 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $511,315 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $195,963 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $2,358 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Shareholde... | $899 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,503 | $145,516+35.0% | $184,203+6.7% | $99,062+98.4% |
| Participation rate | 94.6% | 90.3%+4.3pp | 86.8%+7.8pp | 71.6%+23.0pp |
| Annual return | 12.49% | 21.23%-8.7pp | 28.81%-16.3pp | 17.66%-5.2pp |
| Employer contribution / active EE | $11,675 | $5,354+118.0% | $6,427+81.7% | $3,262+257.9% |
| Participant deferral / active EE | $7,936 | $8,423-5.8% | $9,131-13.1% | $5,331+48.9% |
| Admin fee / account holder | $137 | $78+76.8% | $13,901-99.0% | $109+26.1% |