Filed December 23, 1998
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 | $204,565 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,427 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,861 | $92,090+9.5% | $106,201-5.0% | $77,671+29.9% |
| Participation rate | 99.4% | 81.0%+18.4pp | 75.3%+24.1pp | 70.6%+28.8pp |
| Annual return | 12.30% | 17.89%-5.6pp | 116.26%-104.0pp | 31.21%-18.9pp |
| Employer contribution / active EE | $2,120 | $3,368-37.1% | $3,170-33.1% | $2,726-22.2% |
| Participant deferral / active EE | $6,198 | $5,386+15.1% | $5,012+23.7% | $4,648+33.3% |
| Admin fee / account holder | $243 | $219+10.9% | $11,039-97.8% | $430-43.6% |