Filed November 7, 2001
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 | $32,334 |
Service code 27 111 CONGRESSIONAL BLVD · CARMEL, IN 46032 | Advisory (Plan) | $26,673 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,429 | $44,897-23.3% | $84,966-59.5% | $199,593-82.8% |
| Participation rate | 7.4% | 45.7%-38.3pp | 67.5%-60.1pp | 72.0%-64.6pp |
| Annual return | 10.54% | 20.96%-10.4pp | 66.38%-55.8pp | 34.25%-23.7pp |
| Employer contribution / active EE | $156 | $1,365-88.5% | $2,727-94.3% | $3,034-94.8% |
| Participant deferral / active EE | $281 | $2,668-89.5% | $4,519-93.8% | $5,087-94.5% |
| Admin fee / account holder | $245 | $584-58.0% | $6,149-96.0% | $269-8.8% |