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 | $79,283 |
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $39,256 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $426 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,773 | $117,025-42.9% | $91,541-27.1% | $85,563-22.0% |
| Participation rate | 93.8% | 64.2%+29.6pp | 69.8%+24.0pp | 66.0%+27.8pp |
| Annual return | 9.83% | 18.02%-8.2pp | 20.50%-10.7pp | 31.51%-21.7pp |
| Employer contribution / active EE | $1,259 | $2,120-40.6% | $2,505-49.7% | $2,654-52.6% |
| Participant deferral / active EE | $3,560 | $3,446+3.3% | $4,008-11.2% | $4,375-18.6% |
| Admin fee / account holder | $258 | $1,242-79.2% | $6,956-96.3% | $834-69.1% |