Filed November 17, 2004
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 | $9,340 |
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 7755 3RD ST N · OAKDALE, MN 55128 | Advisory (Plan) | $8,008 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,931 | $45,602-19.0% | $117,472-68.6% | $66,914-44.8% |
| Participation rate | 47.2% | 57.6%-10.5pp | 70.6%-23.4pp | 69.8%-22.6pp |
| Annual return | -15.85% | -16.74%+0.9pp | 29.74%-45.6pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,151 | $1,579-27.1% | $4,176-72.4% | $2,544-54.8% |
| Participant deferral / active EE | $2,487 | $2,845-12.6% | $4,070-38.9% | $4,237-41.3% |
| Admin fee / account holder | $301 | $661-54.4% | $5,645-94.7% | $593-49.2% |