Filed September 28, 2007
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 | $62,670 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $30,807 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,616 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,014 | $49,915+30.2% | $154,803-58.0% | $74,304-12.5% |
| Participation rate | 92.1% | 54.0%+38.1pp | 78.1%+14.0pp | 60.3%+31.7pp |
| Annual return | 14.15% | 34.06%-19.9pp | 58.88%-44.7pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,642 | $1,611+64.0% | $4,305-38.6% | $2,241+17.9% |
| Participant deferral / active EE | $2,961 | $2,255+31.3% | $5,540-46.6% | $3,767-21.4% |
| Admin fee / account holder | $286 | $2,189-86.9% | $14,329-98.0% | $2,969-90.4% |