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) | $107,056 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $38,323 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Distribut... | $4,940 |
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 | $150,856 | $119,153+26.6% | $151,611-0.5% | $78,044+93.3% |
| Participation rate | 95.6% | 92.5%+3.1pp | 87.5%+8.1pp | 74.4%+21.1pp |
| Annual return | -16.38% | -10.83%-5.5pp | 3.33%-19.7pp | 10.87%-27.3pp |
| Employer contribution / active EE | $4,075 | $5,298-23.1% | $6,166-33.9% | $3,125+30.4% |
| Participant deferral / active EE | $10,577 | $8,624+22.6% | $8,363+26.5% | $5,084+108.0% |
| Admin fee / account holder | $17 | $69-75.2% | $11,616-99.9% | $79-78.4% |