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 | $55,685 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,776 |
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 | $44,234 | $66,457-33.4% | $81,382-45.6% | $77,643-43.0% |
| Participation rate | 73.7% | 68.7%+5.0pp | 69.5%+4.2pp | 70.6%+3.1pp |
| Annual return | 11.13% | 15.93%-4.8pp | 24.73%-13.6pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,375 | $2,159-36.3% | $2,463-44.2% | $2,726-49.6% |
| Participant deferral / active EE | $3,033 | $3,679-17.6% | $3,883-21.9% | $4,647-34.7% |
| Admin fee / account holder | $121 | $583-79.3% | $5,768-97.9% | $430-71.9% |