Filed June 6, 2003
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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $189,672 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $189,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,166 | $27,839+170.0% | $61,373+22.5% | $78,044-3.7% |
| Participation rate | 23.8% | 29.8%-6.0pp | 52.6%-28.7pp | 74.4%-50.6pp |
| Annual return | -15.83% | -13.45%-2.4pp | 338.61%-354.4pp | 10.87%-26.7pp |
| Employer contribution / active EE | $692 | $367+88.7% | $1,159-40.3% | $3,125-77.9% |
| Participant deferral / active EE | $1,363 | $968+40.9% | $2,125-35.8% | $5,084-73.2% |
| Admin fee / account holder | $121 | $113+6.6% | $2,130-94.3% | $79+53.0% |