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 | $66,979 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,842 |
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 | $42,737 | $69,823-38.8% | $77,163-44.6% | $74,419-42.6% |
| Participation rate | 80.2% | 70.0%+10.2pp | 69.6%+10.6pp | 70.7%+9.5pp |
| Annual return | 15.85% | 19.98%-4.1pp | 37.87%-22.0pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,342 | $2,150-37.6% | $2,535-47.1% | $2,637-49.1% |
| Participant deferral / active EE | $3,054 | $3,558-14.2% | $3,833-20.3% | $4,528-32.6% |
| Admin fee / account holder | $145 | $398-63.6% | $5,472-97.4% | $348-58.4% |