Filed January 6, 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 64 · EIN 06-1050034 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,029 |
HICKS PENSION SERVICES10+ years Filed as: HICKS PENSION SERVICES, INC. Service code 13 · EIN 94-2158860 3459 W. SHAW AVENUE · FRESNO, CA 93711 | Contract Administrator | $23,046 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 22 · EIN 35-2552359 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Insurance Broker | $20,838 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 1 MONTGOMERY ST., SUITE 1700 · SAN FRANCISCO, CA 94104 | Accounting | $9,265 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,383 | $60,261+0.2% | $81,783-26.2% | $74,546-19.0% |
| Participation rate | 55.6% | 62.9%-7.3pp | 72.4%-16.7pp | 67.2%-11.6pp |
| Annual return | 13.66% | 16.88%-3.2pp | 775.05%-761.4pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $214 | $2,622-91.9% | $2,913-92.7% | $2,624-91.9% |
| Participant deferral / active EE | $2,794 | $3,388-17.5% | $4,320-35.3% | $4,347-35.7% |
| Admin fee / account holder | $403 | $1,482-72.8% | $7,380-94.5% | $1,944-79.2% |