Filed October 13, 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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,471 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,118 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,443 | $87,870+74.6% | $113,168+35.6% | $74,304+106.5% |
| Participation rate | 85.0% | 70.7%+14.3pp | 76.6%+8.4pp | 60.3%+24.7pp |
| Annual return | 10.78% | 26.44%-15.7pp | 24.27%-13.5pp | 29.43%-18.7pp |
| Employer contribution / active EE | $8,769 | $2,277+285.1% | $2,975+194.7% | $2,241+291.3% |
| Participant deferral / active EE | $5,252 | $4,241+23.8% | $5,107+2.8% | $3,767+39.4% |
| Admin fee / account holder | $105 | $3,368-96.9% | $12,068-99.1% | $2,969-96.5% |