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 | $1,069,263 |
BUCK GLOBAL, LLC3 years Filed as: BUCK GLOBAL LLC Service code 49 PO BOX 207640 · DALLAS, TX 753207640 | Other Services | $16,595 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $8,381 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,802 | $104,697+128.1% | $96,544+147.4% | $80,160+197.9% |
| Participation rate | 98.8% | 86.4%+12.4pp | 76.0%+22.9pp | 72.9%+25.9pp |
| Annual return | 17.79% | 21.78%-4.0pp | 25.84%-8.1pp | 40.38%-22.6pp |
| Employer contribution / active EE | $12,224 | $3,536+245.7% | $2,965+312.3% | $2,978+310.5% |
| Participant deferral / active EE | $11,301 | $6,188+82.6% | $4,851+133.0% | $5,017+125.2% |
| Admin fee / account holder | $240 | $107+125.0% | $8,252-97.1% | $145+65.7% |