Filed March 17, 2008 (most recent of 3 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,196 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $927 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,891 | $101,499+37.8% | $147,005-4.8% | $74,546+87.7% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 14.18% | 8732.34%-8718.2pp | 418.76%-404.6pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $2,987 | $3,811-21.6% | $4,934-39.5% | $2,624+13.8% |
| Participant deferral / active EE | $10,295 | $7,304+40.9% | $8,070+27.6% | $4,347+136.8% |
| Admin fee / account holder | $18 | $1,748-98.9% | $13,006-99.9% | $1,944-99.0% |