Filed September 16, 2005 (most recent of 3 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 | $70,772 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,706 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $495 |
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 | $358,228 | $131,799+171.8% | $200,582+78.6% | $85,563+318.7% |
| Participation rate | 94.7% | 87.9%+6.8pp | 86.9%+7.8pp | 66.0%+28.7pp |
| Annual return | 15.98% | 21.59%-5.6pp | 42.33%-26.4pp | 31.51%-15.5pp |
| Employer contribution / active EE | $4,875 | $4,532+7.6% | $6,419-24.1% | $2,654+83.7% |
| Participant deferral / active EE | $14,891 | $7,702+93.3% | $9,331+59.6% | $4,375+240.3% |
| Admin fee / account holder | $193 | $235-18.0% | $16,305-98.8% | $834-76.9% |