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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,569 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $47,803 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $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 | $108,741 | $66,457+63.6% | $81,382+33.6% | $77,643+40.1% |
| Participation rate | 96.7% | 68.7%+28.0pp | 69.5%+27.2pp | 70.6%+26.2pp |
| Annual return | 14.22% | 15.93%-1.7pp | 24.73%-10.5pp | 31.24%-17.0pp |
| Employer contribution / active EE | $6,548 | $2,159+203.2% | $2,463+165.9% | $2,726+140.2% |
| Participant deferral / active EE | $8,948 | $3,679+143.2% | $3,883+130.4% | $4,647+92.5% |
| Admin fee / account holder | $164 | $583-71.9% | $5,768-97.2% | $430-61.9% |