Filed June 14, 2006
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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,511 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,510 | $82,978+12.7% | $129,995-28.1% | $71,457+30.9% |
| Participation rate | 65.4% | 74.1%-8.7pp | 78.5%-13.1pp | 67.9%-2.5pp |
| Annual return | 20.17% | 20.60%-0.4pp | -137.18%+157.3pp | 28.85%-8.7pp |
| Employer contribution / active EE | $2,778 | $2,622+6.0% | $4,320-35.7% | $2,588+7.3% |
| Participant deferral / active EE | $7,160 | $4,432+61.6% | $5,820+23.0% | $4,289+66.9% |
| Admin fee / account holder | $9 | $1,729-99.5% | $10,614-99.9% | $1,587-99.4% |