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 | $33,215 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,366 |
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 | $16,917 | $50,815-66.7% | $155,509-89.1% | $77,643-78.2% |
| Participation rate | 72.9% | 63.1%+9.8pp | 78.2%-5.3pp | 70.6%+2.3pp |
| Annual return | 10.49% | 34.80%-24.3pp | 64.67%-54.2pp | 31.24%-20.7pp |
| Employer contribution / active EE | $1,000 | $1,993-49.8% | $4,672-78.6% | $2,726-63.3% |
| Participant deferral / active EE | $2,625 | $2,822-7.0% | $5,626-53.3% | $4,647-43.5% |
| Admin fee / account holder | $90 | $437-79.4% | $15,912-99.4% | $430-79.1% |