Filed April 20, 2007
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 | $197,149 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,176 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,318 | $122,693-15.8% | $184,203-43.9% | $199,593-48.2% |
| Participation rate | 97.3% | 86.8%+10.5pp | 86.8%+10.5pp | 72.0%+25.3pp |
| Annual return | 12.57% | 143.91%-131.3pp | 28.81%-16.2pp | 34.25%-21.7pp |
| Employer contribution / active EE | $3,292 | $4,584-28.2% | $6,427-48.8% | $3,034+8.5% |
| Participant deferral / active EE | $7,132 | $7,990-10.7% | $9,131-21.9% | $5,087+40.2% |
| Admin fee / account holder | $126 | $121+4.8% | $13,901-99.1% | $269-53.0% |