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 | $80,929 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,588 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,367 | $100,227-27.8% | $169,993-57.4% | $74,419-2.8% |
| Participation rate | 84.9% | 87.3%-2.4pp | 87.0%-2.1pp | 70.7%+14.2pp |
| Annual return | 17.31% | 66.08%-48.8pp | 53.37%-36.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $4,447 | $4,263+4.3% | $6,785-34.5% | $2,637+68.6% |
| Participant deferral / active EE | $5,575 | $7,143-21.9% | $10,408-46.4% | $4,528+23.1% |
| Admin fee / account holder | $159 | $234-32.2% | $12,815-98.8% | $348-54.3% |