Filed June 28, 2006
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 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $29,176 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $5,679 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,938 | $62,127+415.0% | $81,382+293.1% | $74,495+329.5% |
| Participation rate | 99.5% | 64.0%+35.4pp | 69.5%+30.0pp | 67.2%+32.3pp |
| Annual return | 12.51% | 16.48%-4.0pp | 24.73%-12.2pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $14,341 | $1,882+661.9% | $2,463+482.3% | $2,623+446.7% |
| Participant deferral / active EE | $11,647 | $3,229+260.7% | $3,883+199.9% | $4,346+168.0% |
| Admin fee / account holder | $117 | $1,934-94.0% | $5,768-98.0% | $1,942-94.0% |