Filed January 30, 1998
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 | $147,420 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $56,993 |
LPL FINANCIAL7 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $53,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,645 | $71,142+16.2% | $119,609-30.9% | $64,808+27.5% |
| Participation rate | 98.2% | 78.6%+19.6pp | 79.3%+18.9pp | 71.5%+26.7pp |
| Annual return | -16.75% | -10.01%-6.7pp | -14.97%-1.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $3,115 | $2,497+24.7% | $4,232-26.4% | $2,506+24.3% |
| Participant deferral / active EE | $5,758 | $4,490+28.2% | $5,602+2.8% | $4,310+33.6% |
| Admin fee / account holder | $234 | $162+44.2% | $10,323-97.7% | $188+24.5% |