Filed October 18, 2004
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 | $11,855 |
Service code 27 4140 E STATE ST · HERMITAGE, PA 16148 | Advisory (Plan) | $9,891 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,601 | $54,705+38.2% | $71,209+6.2% | $84,808-10.9% |
| Participation rate | 98.9% | 64.1%+34.8pp | 73.8%+25.1pp | 68.3%+30.6pp |
| Annual return | 13.84% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $7,379 | $2,158+242.0% | $2,721+171.2% | $2,631+180.5% |
| Participant deferral / active EE | $5,318 | $3,030+75.5% | $4,175+27.4% | $4,212+26.3% |
| Admin fee / account holder | $148 | $4,863-97.0% | $5,349-97.2% | $7,344-98.0% |