Filed December 23, 2013
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 | $88,923 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,466 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,571 | $100,227-10.6% | $169,993-47.3% | $74,419+20.4% |
| Participation rate | 97.7% | 87.3%+10.4pp | 87.0%+10.7pp | 70.7%+26.9pp |
| Annual return | 17.49% | 66.08%-48.6pp | 53.37%-35.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $5,949 | $4,263+39.6% | $6,785-12.3% | $2,637+125.6% |
| Participant deferral / active EE | $5,272 | $7,143-26.2% | $10,408-49.3% | $4,528+16.4% |
| Admin fee / account holder | $138 | $234-41.1% | $12,815-98.9% | $348-60.3% |