Filed May 24, 2006
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 | $18,458 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,868 |
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 | $63,986 | $84,487-24.3% | $125,339-48.9% | $66,914-4.4% |
| Participation rate | 89.1% | 76.4%+12.6pp | 82.4%+6.7pp | 69.8%+19.2pp |
| Annual return | -16.78% | -8.39%-8.4pp | 572.05%-588.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,338 | $3,553-62.3% | $4,814-72.2% | $2,544-47.4% |
| Participant deferral / active EE | $6,436 | $6,781-5.1% | $7,446-13.6% | $4,237+51.9% |
| Admin fee / account holder | $143 | $685-79.1% | $10,010-98.6% | $593-75.9% |