Filed September 11, 2012
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,137 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $43,474 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $251 |
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 | $63,492 | $66,457-4.5% | $81,382-22.0% | $77,643-18.2% |
| Participation rate | 92.8% | 68.7%+24.1pp | 69.5%+23.3pp | 70.6%+22.2pp |
| Annual return | 10.62% | 15.93%-5.3pp | 24.73%-14.1pp | 31.24%-20.6pp |
| Employer contribution / active EE | $916 | $2,159-57.6% | $2,463-62.8% | $2,726-66.4% |
| Participant deferral / active EE | $2,718 | $3,679-26.1% | $3,883-30.0% | $4,647-41.5% |
| Admin fee / account holder | $208 | $583-64.3% | $5,768-96.4% | $430-51.6% |