Filed May 21, 1997 (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 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 | $72,989 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,377 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,544 | $86,897-29.2% | $151,611-59.4% | $64,808-5.0% |
| Participation rate | 98.3% | 87.3%+11.0pp | 87.5%+10.8pp | 71.5%+26.8pp |
| Annual return | -15.78% | -3.57%-12.2pp | 3.33%-19.1pp | 32.82%-48.6pp |
| Employer contribution / active EE | $4,404 | $4,010+9.8% | $6,166-28.6% | $2,506+75.7% |
| Participant deferral / active EE | $5,562 | $6,690-16.9% | $8,363-33.5% | $4,310+29.0% |
| Admin fee / account holder | $143 | $153-6.7% | $11,616-98.8% | $188-24.0% |