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 | $67,228 |
Filed as: EMPOWER LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,367 | $131,799-17.0% | $200,582-45.5% | $85,563+27.8% |
| Participation rate | 98.1% | 87.9%+10.1pp | 86.9%+11.2pp | 66.0%+32.1pp |
| Annual return | 17.89% | 21.59%-3.7pp | 42.33%-24.4pp | 31.51%-13.6pp |
| Employer contribution / active EE | $5,052 | $4,532+11.5% | $6,419-21.3% | $2,654+90.4% |
| Participant deferral / active EE | $5,700 | $7,702-26.0% | $9,331-38.9% | $4,375+30.3% |
| Admin fee / account holder | $79 | $235-66.4% | $16,305-99.5% | $834-90.5% |