Filed February 2, 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,138 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,692 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,566 | $64,871+14.9% | $129,110-42.2% | $66,914+11.4% |
| Participation rate | 96.8% | 74.0%+22.8pp | 77.3%+19.5pp | 69.8%+27.0pp |
| Annual return | -13.62% | -12.21%-1.4pp | -10.94%-2.7pp | 1.58%-15.2pp |
| Employer contribution / active EE | $3,270 | $3,741-12.6% | $5,052-35.3% | $2,544+28.5% |
| Participant deferral / active EE | $5,009 | $5,090-1.6% | $6,542-23.4% | $4,237+18.2% |
| Admin fee / account holder | $272 | $629-56.7% | $14,302-98.1% | $593-54.1% |