Filed February 21, 2006 (most recent of 2 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 Service code 27 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $343,777 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $147,912 |
ASSOCIATED TRUST COMPANY, N.A.9+ years Service code 17 · EIN 30-0219031 | Pension Consulting | $0 |
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 | $109,823 | $67,679+62.3% | $155,509-29.4% | $99,062+10.9% |
| Participation rate | 99.0% | 67.2%+31.8pp | 78.2%+20.8pp | 71.6%+27.4pp |
| Annual return | 26.91% | 16.16%+10.8pp | 64.67%-37.8pp | 17.66%+9.3pp |
| Employer contribution / active EE | $4,175 | $2,268+84.1% | $4,672-10.6% | $3,262+28.0% |
| Participant deferral / active EE | $7,650 | $3,828+99.8% | $5,626+36.0% | $5,331+43.5% |
| Admin fee / account holder | $71 | $94-23.8% | $15,912-99.6% | $109-34.5% |