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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,631 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,914 |
Service code 99 · EIN 34-1820650 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,268 | $56,503-27.0% | $70,092-41.1% | $64,808-36.3% |
| Participation rate | 75.8% | 70.5%+5.3pp | 70.5%+5.3pp | 71.5%+4.3pp |
| Annual return | -0.15% | -13.44%+13.3pp | 190.73%-190.9pp | 32.82%-33.0pp |
| Employer contribution / active EE | $1,813 | $2,046-11.4% | $2,559-29.1% | $2,506-27.6% |
| Participant deferral / active EE | $3,721 | $3,389+9.8% | $3,849-3.3% | $4,310-13.7% |
| Admin fee / account holder | $157 | $160-2.2% | $6,267-97.5% | $188-16.5% |