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 | $130,122 |
QDRO CONSULTANTS COMPANY, LLC6+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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 | $182,698 | $112,686+62.1% | $169,993+7.5% | $80,160+127.9% |
| Participation rate | 99.0% | 87.4%+11.6pp | 87.0%+12.0pp | 72.9%+26.0pp |
| Annual return | 19.58% | 67.04%-47.5pp | 53.37%-33.8pp | 40.38%-20.8pp |
| Employer contribution / active EE | $6,635 | $4,481+48.1% | $6,785-2.2% | $2,978+122.8% |
| Participant deferral / active EE | $9,614 | $7,876+22.1% | $10,408-7.6% | $5,017+91.6% |
| Admin fee / account holder | $78 | $99-21.6% | $12,815-99.4% | $145-46.4% |