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 | $37,475 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,711 | $79,700+31.4% | $153,485-31.8% | $74,495+40.6% |
| Participation rate | 97.7% | 69.8%+27.8pp | 77.1%+20.6pp | 67.2%+30.5pp |
| Annual return | 11.63% | 15.07%-3.4pp | 15.65%-4.0pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $3,729 | $4,016-7.2% | $5,039-26.0% | $2,623+42.2% |
| Participant deferral / active EE | $5,804 | $5,315+9.2% | $6,757-14.1% | $4,346+33.5% |
| Admin fee / account holder | $380 | $1,790-78.8% | $12,724-97.0% | $1,942-80.4% |