Filed March 27, 2014 (most recent of 4 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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,062 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,187 | $122,693+11.0% | $184,203-26.1% | $199,593-31.8% |
| Participation rate | 90.7% | 86.8%+3.9pp | 86.8%+3.9pp | 72.0%+18.7pp |
| Annual return | 15.81% | 143.91%-128.1pp | 28.81%-13.0pp | 34.25%-18.4pp |
| Employer contribution / active EE | $2,288 | $4,584-50.1% | $6,427-64.4% | $3,034-24.6% |
| Participant deferral / active EE | $8,245 | $7,990+3.2% | $9,131-9.7% | $5,087+62.1% |
| Admin fee / account holder | -$1 | $121-101.2% | $13,901-100.0% | $269-100.5% |