Filed December 18, 2018 (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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48,976 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,548 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,345 | $86,897-2.9% | $151,611-44.4% | $64,808+30.1% |
| Participation rate | 96.7% | 87.3%+9.4pp | 87.5%+9.2pp | 71.5%+25.2pp |
| Annual return | -15.86% | -3.57%-12.3pp | 3.33%-19.2pp | 32.82%-48.7pp |
| Employer contribution / active EE | $4,513 | $4,010+12.6% | $6,166-26.8% | $2,506+80.1% |
| Participant deferral / active EE | $5,898 | $6,690-11.8% | $8,363-29.5% | $4,310+36.8% |
| Admin fee / account holder | $71 | $153-53.3% | $11,616-99.4% | $188-62.0% |