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 | $136,954 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $89,879 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,837 | $112,623-30.0% | $106,213-25.8% | $199,593-60.5% |
| Participation rate | 97.8% | 86.2%+11.5pp | 75.3%+22.5pp | 72.0%+25.8pp |
| Annual return | 13.81% | 15.57%-1.8pp | 116.14%-102.3pp | 34.25%-20.4pp |
| Employer contribution / active EE | $2,625 | $4,575-42.6% | $3,171-17.2% | $3,034-13.5% |
| Participant deferral / active EE | $6,823 | $6,659+2.4% | $5,016+36.0% | $5,087+34.1% |
| Admin fee / account holder | $125 | $107+17.0% | $11,033-98.9% | $269-53.5% |