Filed March 7, 2013
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 RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,178,420 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $7,891 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,590 | $110,299+147.1% | $102,423+166.1% | $199,593+36.6% |
| Participation rate | 98.8% | 86.3%+12.5pp | 76.5%+22.3pp | 72.0%+26.8pp |
| Annual return | 13.69% | 35.73%-22.0pp | 29.32%-15.6pp | 34.25%-20.6pp |
| Employer contribution / active EE | $13,955 | $3,603+287.3% | $3,023+361.6% | $3,034+359.9% |
| Participant deferral / active EE | $12,521 | $6,376+96.4% | $5,053+147.8% | $5,087+146.2% |
| Admin fee / account holder | $270 | $122+121.1% | $9,451-97.1% | $269+0.6% |