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 ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $80,884 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $67,658 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,661 | $128,899-29.7% | $113,168-19.9% | $102,872-11.9% |
| Participation rate | 91.8% | 87.0%+4.7pp | 76.6%+15.2pp | 73.0%+18.7pp |
| Annual return | 17.85% | 15.88%+2.0pp | 24.27%-6.4pp | 19.06%-1.2pp |
| Employer contribution / active EE | $2,159 | $3,713-41.8% | $2,975-27.4% | $3,526-38.8% |
| Participant deferral / active EE | $4,694 | $6,787-30.8% | $5,107-8.1% | $5,535-15.2% |
| Admin fee / account holder | $85 | $129-34.7% | $12,068-99.3% | $292-71.1% |