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) | $124,999 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $46,944 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Other inv... | $2,775 |
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 | $172,833 | $129,756+33.2% | $169,993+1.7% | $103,482+67.0% |
| Participation rate | 90.7% | 91.3%-0.6pp | 87.0%+3.7pp | 73.3%+17.4pp |
| Annual return | 19.22% | 20.17%-1.0pp | 53.37%-34.2pp | 33.11%-13.9pp |
| Employer contribution / active EE | $4,140 | $5,236-20.9% | $6,785-39.0% | $3,208+29.1% |
| Participant deferral / active EE | $10,183 | $8,283+22.9% | $10,408-2.2% | $5,207+95.5% |
| Admin fee / account holder | $20 | $73-72.7% | $12,815-99.8% | $114-82.6% |