Filed December 1, 2008
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 | $70,621 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $46,118 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 72 · EIN 84-0965407 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $10 |
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 | $81,661 | $56,503+44.5% | $70,092+16.5% | $64,808+26.0% |
| Participation rate | 97.2% | 70.5%+26.7pp | 70.5%+26.7pp | 71.5%+25.7pp |
| Annual return | -21.43% | -13.44%-8.0pp | 190.73%-212.2pp | 32.82%-54.3pp |
| Employer contribution / active EE | $6,182 | $2,046+202.1% | $2,559+141.6% | $2,506+146.7% |
| Participant deferral / active EE | $8,217 | $3,389+142.4% | $3,849+113.5% | $4,310+90.6% |
| Admin fee / account holder | $181 | $160+12.8% | $6,267-97.1% | $188-3.7% |