Filed April 2, 2010 (most recent of 2 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 7-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 | $120,676 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,689 |
QDRO CONSULTANTS COMPANY, LLC7+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,295 | $122,693+73.8% | $184,203+15.8% | $199,593+6.9% |
| Participation rate | 97.4% | 86.8%+10.6pp | 86.8%+10.6pp | 72.0%+25.5pp |
| Annual return | 17.82% | 143.91%-126.1pp | 28.81%-11.0pp | 34.25%-16.4pp |
| Employer contribution / active EE | $10,576 | $4,584+130.7% | $6,427+64.6% | $3,034+248.6% |
| Participant deferral / active EE | $7,308 | $7,990-8.5% | $9,131-20.0% | $5,087+43.7% |
| Admin fee / account holder | $96 | $121-20.6% | $13,901-99.3% | $269-64.4% |