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 | $6,061 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $1,343 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,314 | $100,923+61.8% | $150,045+8.8% | $74,304+119.8% |
| Participation rate | 99.4% | 70.1%+29.3pp | 82.3%+17.1pp | 60.3%+39.0pp |
| Annual return | 18.31% | 51.77%-33.5pp | 62.55%-44.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $2,188 | $3,463-36.8% | $4,693-53.4% | $2,241-2.4% |
| Participant deferral / active EE | $11,458 | $6,709+70.8% | $7,997+43.3% | $3,767+204.2% |
| Admin fee / account holder | $32 | $2,767-98.8% | $13,435-99.8% | $2,969-98.9% |