Filed October 2, 2012
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 | $161,763 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $79,164 |
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 | $71,828 | $104,631-31.4% | $98,439-27.0% | $80,160-10.4% |
| Participation rate | 97.4% | 87.5%+9.8pp | 75.2%+22.2pp | 72.9%+24.4pp |
| Annual return | 16.73% | 34.72%-18.0pp | 21.16%-4.4pp | 40.38%-23.7pp |
| Employer contribution / active EE | $3,355 | $4,517-25.7% | $3,048+10.1% | $2,978+12.7% |
| Participant deferral / active EE | $6,255 | $6,545-4.4% | $4,738+32.0% | $5,017+24.7% |
| Admin fee / account holder | $131 | $105+24.9% | $8,948-98.5% | $145-9.7% |