Filed October 18, 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.
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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 | $50,858 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $46,653 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,464 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,892 | $46,464+18.1% | $150,298-63.5% | $79,634-31.1% |
| Participation rate | 78.7% | 57.0%+21.7pp | 77.8%+0.9pp | 62.5%+16.2pp |
| Annual return | 14.28% | 27.89%-13.6pp | 62.79%-48.5pp | 36.46%-22.2pp |
| Employer contribution / active EE | $1,367 | $1,512-9.5% | $4,154-67.1% | $2,529-45.9% |
| Participant deferral / active EE | $5,014 | $2,157+132.5% | $5,453-8.0% | $3,835+30.8% |
| Admin fee / account holder | $303 | $891-66.0% | $14,116-97.9% | $1,002-69.8% |