Filed October 21, 2008 (most recent of 2 filings on file)
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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,864 |
Service code 55 · EIN 74-2794194 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $18,025 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $54 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,679 | $47,126+11.8% | $149,673-64.8% | $74,419-29.2% |
| Participation rate | 33.9% | 63.4%-29.5pp | 78.8%-44.8pp | 70.7%-36.8pp |
| Annual return | 17.04% | 22.75%-5.7pp | 134.42%-117.4pp | 34.38%-17.3pp |
| Employer contribution / active EE | $727 | $1,905-61.9% | $4,818-84.9% | $2,637-72.4% |
| Participant deferral / active EE | $1,302 | $2,728-52.3% | $5,680-77.1% | $4,528-71.2% |
| Admin fee / account holder | $258 | $343-24.6% | $13,210-98.0% | $348-25.8% |