Filed March 7, 1997
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 | $49,209 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,467 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,271 | $59,805+131.2% | $79,550+73.8% | $68,494+101.9% |
| Participation rate | 94.8% | 61.1%+33.7pp | 69.5%+25.3pp | 67.9%+26.9pp |
| Annual return | -12.10% | -12.30%+0.2pp | 0.16%-12.3pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,568 | $1,505+4.2% | $2,413-35.0% | $2,596-39.6% |
| Participant deferral / active EE | $4,242 | $3,024+40.3% | $3,985+6.4% | $4,027+5.3% |
| Admin fee / account holder | $857 | $4,835-82.3% | $6,832-87.5% | $5,403-84.1% |