Filed January 2, 2014
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 9-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 | $43,763 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $42,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,506 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,808 | $65,946+40.7% | $81,783+13.5% | $77,671+19.5% |
| Participation rate | 97.6% | 65.8%+31.8pp | 72.4%+25.3pp | 70.6%+27.0pp |
| Annual return | 16.51% | 26.65%-10.1pp | 775.05%-758.5pp | 31.21%-14.7pp |
| Employer contribution / active EE | $5,022 | $2,371+111.8% | $2,913+72.4% | $2,726+84.2% |
| Participant deferral / active EE | $7,325 | $3,507+108.9% | $4,320+69.5% | $4,648+57.6% |
| Admin fee / account holder | $205 | $527-61.2% | $7,380-97.2% | $430-52.5% |