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 | $51,332 |
WMPOWER LIFE & ANNUITY1 year Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,977 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,732 | $100,227-4.5% | $169,993-43.7% | $74,419+28.6% |
| Participation rate | 96.6% | 87.3%+9.3pp | 87.0%+9.7pp | 70.7%+25.9pp |
| Annual return | 17.42% | 66.08%-48.7pp | 53.37%-36.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $4,737 | $4,263+11.1% | $6,785-30.2% | $2,637+79.6% |
| Participant deferral / active EE | $5,665 | $7,143-20.7% | $10,408-45.6% | $4,528+25.1% |
| Admin fee / account holder | $73 | $234-69.0% | $12,815-99.4% | $348-79.1% |