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 | $20,619 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,271 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $85 |
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 | $77,661 | $91,407-15.0% | $135,903-42.9% | $71,457+8.7% |
| Participation rate | 96.8% | 75.7%+21.1pp | 81.9%+14.9pp | 67.9%+28.9pp |
| Annual return | 18.08% | 29.90%-11.8pp | 68.23%-50.2pp | 28.85%-10.8pp |
| Employer contribution / active EE | $2,907 | $3,703-21.5% | $4,856-40.1% | $2,588+12.3% |
| Participant deferral / active EE | $7,679 | $7,092+8.3% | $7,758-1.0% | $4,289+79.0% |
| Admin fee / account holder | $160 | $1,266-87.4% | $10,762-98.5% | $1,587-89.9% |