Filed October 28, 2002
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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,711 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,856 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $865 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,036 | $65,908+32.1% | $81,812+6.4% | $77,643+12.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 15.29% | 26.64%-11.4pp | 773.79%-758.5pp | 31.24%-15.9pp |
| Employer contribution / active EE | $10,638 | $2,370+348.8% | $2,912+265.3% | $2,726+290.3% |
| Participant deferral / active EE | $6,615 | $3,505+88.7% | $4,319+53.2% | $4,647+42.4% |
| Admin fee / account holder | $7 | $526-98.6% | $7,386-99.9% | $430-98.3% |