Filed December 14, 1992
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 | $7,478 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $7,225 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,030 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,760 | $76,050-66.1% | $96,544-73.3% | $71,457-64.0% |
| Participation rate | 86.8% | 74.4%+12.4pp | 76.0%+10.8pp | 67.9%+18.9pp |
| Annual return | 56.45% | 22.81%+33.6pp | 25.84%+30.6pp | 28.85%+27.6pp |
| Employer contribution / active EE | $1,667 | $2,244-25.7% | $2,965-43.8% | $2,588-35.6% |
| Participant deferral / active EE | $3,352 | $4,215-20.5% | $4,851-30.9% | $4,289-21.8% |
| Admin fee / account holder | $61 | $2,707-97.7% | $8,252-99.3% | $1,587-96.1% |