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 | $92,459 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,163 |
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 | $87,321 | $129,021-32.3% | $184,203-52.6% | $77,643+12.5% |
| Participation rate | 97.1% | 87.3%+9.8pp | 86.8%+10.3pp | 70.6%+26.5pp |
| Annual return | 14.49% | 33.27%-18.8pp | 28.81%-14.3pp | 31.24%-16.8pp |
| Employer contribution / active EE | $4,550 | $4,413+3.1% | $6,427-29.2% | $2,726+66.9% |
| Participant deferral / active EE | $5,609 | $7,297-23.1% | $9,131-38.6% | $4,647+20.7% |
| Admin fee / account holder | $192 | $254-24.3% | $13,901-98.6% | $430-55.4% |