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 | $66,832 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42,655 |
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 | $99,702 | $69,823+42.8% | $77,163+29.2% | $74,419+34.0% |
| Participation rate | 98.1% | 70.0%+28.1pp | 69.6%+28.5pp | 70.7%+27.4pp |
| Annual return | 20.98% | 19.98%+1.0pp | 37.87%-16.9pp | 34.38%-13.4pp |
| Employer contribution / active EE | $6,315 | $2,150+193.7% | $2,535+149.1% | $2,637+139.5% |
| Participant deferral / active EE | $8,460 | $3,558+137.8% | $3,833+120.7% | $4,528+86.8% |
| Admin fee / account holder | $172 | $398-56.8% | $5,472-96.9% | $348-50.6% |