Filed August 15, 2012 (most recent of 4 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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $101,787 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,823 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,771 | $131,799+56.9% | $200,582+3.1% | $85,563+141.7% |
| Participation rate | 98.9% | 87.9%+11.0pp | 86.9%+12.0pp | 66.0%+32.9pp |
| Annual return | 15.72% | 21.59%-5.9pp | 42.33%-26.6pp | 31.51%-15.8pp |
| Employer contribution / active EE | $6,957 | $4,532+53.5% | $6,419+8.4% | $2,654+162.2% |
| Participant deferral / active EE | $11,340 | $7,702+47.2% | $9,331+21.5% | $4,375+159.2% |
| Admin fee / account holder | $121 | $235-48.7% | $16,305-99.3% | $834-85.5% |