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 | $56,151 |
Filed as: EMPOWER LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,651 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,802 | $129,021-20.3% | $184,203-44.2% | $77,643+32.4% |
| Participation rate | 97.8% | 87.3%+10.4pp | 86.8%+11.0pp | 70.6%+27.2pp |
| Annual return | 15.69% | 33.27%-17.6pp | 28.81%-13.1pp | 31.24%-15.5pp |
| Employer contribution / active EE | $5,402 | $4,413+22.4% | $6,427-15.9% | $2,726+98.2% |
| Participant deferral / active EE | $6,116 | $7,297-16.2% | $9,131-33.0% | $4,647+31.6% |
| Admin fee / account holder | $76 | $254-69.9% | $13,901-99.5% | $430-82.3% |