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 | $14,885 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,340 |
CHARLES SCHWAB & CO., INC.9 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $211 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,463 | $129,021-43.1% | $184,203-60.1% | $77,643-5.4% |
| Participation rate | 98.5% | 87.3%+11.2pp | 86.8%+11.7pp | 70.6%+28.0pp |
| Annual return | 15.62% | 33.27%-17.7pp | 28.81%-13.2pp | 31.24%-15.6pp |
| Employer contribution / active EE | $2,352 | $4,413-46.7% | $6,427-63.4% | $2,726-13.7% |
| Participant deferral / active EE | $5,759 | $7,297-21.1% | $9,131-36.9% | $4,647+23.9% |
| Admin fee / account holder | $22 | $254-91.3% | $13,901-99.8% | $430-94.9% |