Filed September 27, 2011
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,126 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,429 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,206 | $61,272-75.2% | $149,673-89.8% | $71,457-78.7% |
| Participation rate | 93.3% | 62.5%+30.8pp | 78.8%+14.6pp | 67.9%+25.4pp |
| Annual return | 13.07% | 35.85%-22.8pp | 134.42%-121.3pp | 28.85%-15.8pp |
| Employer contribution / active EE | $1,008 | $2,378-57.6% | $4,818-79.1% | $2,588-61.1% |
| Participant deferral / active EE | $3,168 | $2,917+8.6% | $5,680-44.2% | $4,289-26.1% |
| Admin fee / account holder | $81 | $1,261-93.5% | $13,210-99.4% | $1,587-94.9% |