Filed December 28, 2004 (most recent of 3 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 | $135,867 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,771 |
Service code 13 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Contract Administrator | $32,505 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $125,019 | $136,853-8.6% | $130,231-4.0% | $80,160+56.0% |
| Participation rate | 99.1% | 81.6%+17.5pp | 76.3%+22.8pp | 72.9%+26.2pp |
| Annual return | 21.99% | 22.66%-0.7pp | 38.77%-16.8pp | 40.38%-18.4pp |
| Employer contribution / active EE | $4,629 | $3,395+36.4% | $4,126+12.2% | $2,978+55.5% |
| Participant deferral / active EE | $7,912 | $5,856+35.1% | $6,799+16.4% | $5,017+57.7% |
| Admin fee / account holder | $40 | $184-78.1% | $6,020-99.3% | $145-72.2% |