Filed June 22, 2016 (most recent of 8 filings on file)
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 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $167,671 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $54,436 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $4,382 |
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 | $191,904 | $145,516+31.9% | $184,203+4.2% | $99,062+93.7% |
| Participation rate | 96.5% | 90.3%+6.2pp | 86.8%+9.6pp | 71.6%+24.8pp |
| Annual return | 16.33% | 21.23%-4.9pp | 28.81%-12.5pp | 17.66%-1.3pp |
| Employer contribution / active EE | $4,568 | $5,354-14.7% | $6,427-28.9% | $3,262+40.1% |
| Participant deferral / active EE | $11,402 | $8,423+35.4% | $9,131+24.9% | $5,331+113.9% |
| Admin fee / account holder | $25 | $78-67.7% | $13,901-99.8% | $109-77.0% |