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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,779 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,074 |
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 | $117,820 | $112,686+4.6% | $169,993-30.7% | $80,160+47.0% |
| Participation rate | 96.6% | 87.4%+9.2pp | 87.0%+9.6pp | 72.9%+23.7pp |
| Annual return | 19.72% | 67.04%-47.3pp | 53.37%-33.7pp | 40.38%-20.7pp |
| Employer contribution / active EE | $2,396 | $4,481-46.5% | $6,785-64.7% | $2,978-19.5% |
| Participant deferral / active EE | $8,486 | $7,876+7.8% | $10,408-18.5% | $5,017+69.1% |
| Admin fee / account holder | $8 | $99-92.2% | $12,815-99.9% | $145-94.7% |