Filed November 4, 1999
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 INS CO OF AMERICA Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $573,936 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $243,172 |
FGMK, LLC10+ years Service code 10 · EIN 36-2929601 | Accounting | $57,013 |
DELOITTE & TOUCHE LLP10+ years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $7,128 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,176 | $152,104-7.8% | $184,203-23.9% | $106,382+31.8% |
| Participation rate | 91.3% | 85.9%+5.4pp | 86.8%+4.4pp | 69.9%+21.4pp |
| Annual return | 21.49% | 20.70%+0.8pp | 28.81%-7.3pp | 17.37%+4.1pp |
| Employer contribution / active EE | $4,409 | $5,326-17.2% | $6,427-31.4% | $3,364+31.1% |
| Participant deferral / active EE | $8,376 | $8,559-2.1% | $9,131-8.3% | $5,569+50.4% |
| Admin fee / account holder | $32 | $103-69.0% | $13,901-99.8% | $79-59.8% |