Filed October 28, 2014 (most recent of 5 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 | $11,900 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,036 |
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 | $61,942 | $100,227-38.2% | $169,993-63.6% | $74,419-16.8% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.0%+12.0pp | 70.7%+28.3pp |
| Annual return | 20.17% | 66.08%-45.9pp | 53.37%-33.2pp | 34.38%-14.2pp |
| Employer contribution / active EE | $2,089 | $4,263-51.0% | $6,785-69.2% | $2,637-20.8% |
| Participant deferral / active EE | $5,163 | $7,143-27.7% | $10,408-50.4% | $4,528+14.0% |
| Admin fee / account holder | $0 | $234-100.0% | $12,815-100.0% | $348-100.0% |