Filed February 9, 2004
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 7-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,835 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,688 |
EVEREN SECURITIES INC3 years Service code 55 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Commissions | $3,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,537 | $50,127-85.0% | $149,673-95.0% | $80,160-90.6% |
| Participation rate | 37.4% | 64.3%-26.8pp | 78.8%-41.3pp | 72.9%-35.5pp |
| Annual return | 367.57% | 29.82%+337.8pp | 134.42%+233.1pp | 40.38%+327.2pp |
| Employer contribution / active EE | $1,275 | $1,865-31.6% | $4,818-73.5% | $2,978-57.2% |
| Participant deferral / active EE | $2,362 | $3,194-26.1% | $5,680-58.4% | $5,017-52.9% |
| Admin fee / account holder | $16 | $153-89.4% | $13,210-99.9% | $145-88.9% |