Filed December 25, 2013
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) | $921,420 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $812,893 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $3,600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $129,006 | $237,678-45.7% | $113,168+14.0% | $140,769-8.4% |
| Participation rate | 98.7% | 92.1%+6.6pp | 76.6%+22.1pp | 74.2%+24.5pp |
| Annual return | 18.72% | 20.63%-1.9pp | 24.27%-5.5pp | 16.82%+1.9pp |
| Employer contribution / active EE | $4,876 | $6,583-25.9% | $2,975+63.9% | $3,906+24.8% |
| Participant deferral / active EE | $7,319 | $11,080-33.9% | $5,107+43.3% | $6,717+9.0% |
| Admin fee / account holder | $96 | $66+45.1% | $12,068-99.2% | $229-58.3% |