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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,630 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,309 | $101,724-0.4% | $164,813-38.5% | $80,856+25.3% |
| Participation rate | 53.0% | 71.8%-18.8pp | 78.6%-25.6pp | 67.6%-14.6pp |
| Annual return | 15.36% | 16.72%-1.4pp | 69.93%-54.6pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,885 | $2,953+31.5% | $4,341-10.5% | $2,755+41.0% |
| Participant deferral / active EE | $10,400 | $4,477+132.3% | $6,031+72.4% | $4,296+142.1% |
| Admin fee / account holder | $11 | $8,227-99.9% | $12,690-99.9% | $6,918-99.8% |