Filed December 30, 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $147,635 |
Filed as: ONEDIGITAL INVESTMENT Service code 27 ADVISORS LLC · DALLAS, TX 75373 | Advisory (Plan) | $34,370 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,351 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,727 | $88,890+35.8% | $102,423+17.9% | $77,643+55.5% |
| Participation rate | 70.9% | 80.9%-10.0pp | 76.5%-5.5pp | 70.6%+0.4pp |
| Annual return | 13.85% | 24.98%-11.1pp | 29.32%-15.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,270 | $2,698-15.9% | $3,023-24.9% | $2,726-16.7% |
| Participant deferral / active EE | $6,236 | $5,145+21.2% | $5,053+23.4% | $4,647+34.2% |
| Admin fee / account holder | $102 | $235-56.9% | $9,451-98.9% | $430-76.4% |