Filed October 14, 2006 (most recent of 2 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 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $44,366 |
SAGEVIEW ADVISORY GROUP, LLC11+ years Service code 64 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Recordkeeping Fees | $19,315 |
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 | $183,751 | $89,753+104.7% | $107,525+70.9% | $84,808+116.7% |
| Participation rate | 91.8% | 68.1%+23.7pp | 75.1%+16.7pp | 68.3%+23.4pp |
| Annual return | 15.49% | 29.48%-14.0pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,227 | $3,113+35.8% | $3,754+12.6% | $2,631+60.7% |
| Participant deferral / active EE | $8,794 | $4,056+116.8% | $5,116+71.9% | $4,212+108.8% |
| Admin fee / account holder | $425 | $7,222-94.1% | $8,919-95.2% | $7,344-94.2% |