Filed June 5, 2008
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 INS CO OF AMERICA Service code 64 8515 EAST ORCHID ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,989 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,347 |
ACTUARIAL BENEFITS CORP6 years Service code 13 2790 SKYPARK DR STE 300 · TORRANCE, CA 90505 | Contract Administrator | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,029 | $51,197+7.5% | $82,719-33.5% | $66,914-17.8% |
| Participation rate | 68.2% | 67.8%+0.4pp | 72.6%-4.4pp | 69.8%-1.6pp |
| Annual return | -13.99% | -9.64%-4.4pp | 701.18%-715.2pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,562 | $2,611-1.9% | $3,009-14.9% | $2,544+0.7% |
| Participant deferral / active EE | $3,613 | $3,458+4.5% | $4,395-17.8% | $4,237-14.7% |
| Admin fee / account holder | $126 | $416-69.7% | $5,329-97.6% | $593-78.8% |