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 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 | $88,793 |
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 | $3,759 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,102 | $61,058+67.2% | $71,209+43.4% | $85,563+19.3% |
| Participation rate | 97.2% | 58.6%+38.6pp | 73.8%+23.4pp | 66.0%+31.2pp |
| Annual return | 17.62% | 100.41%-82.8pp | 282.51%-264.9pp | 31.51%-13.9pp |
| Employer contribution / active EE | $5,258 | $2,199+139.2% | $2,721+93.2% | $2,654+98.1% |
| Participant deferral / active EE | $7,453 | $3,173+134.9% | $4,175+78.5% | $4,375+70.3% |
| Admin fee / account holder | $296 | $855-65.4% | $5,349-94.5% | $834-64.6% |