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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,538 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $21,992 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,990 | $50,815+14.1% | $155,509-62.7% | $77,643-25.3% |
| Participation rate | 33.6% | 63.1%-29.5pp | 78.2%-44.6pp | 70.6%-37.0pp |
| Annual return | 12.19% | 34.80%-22.6pp | 64.67%-52.5pp | 31.24%-19.0pp |
| Employer contribution / active EE | $780 | $1,993-60.8% | $4,672-83.3% | $2,726-71.4% |
| Participant deferral / active EE | $1,461 | $2,822-48.2% | $5,626-74.0% | $4,647-68.6% |
| Admin fee / account holder | $305 | $437-30.0% | $15,912-98.1% | $430-29.0% |