Filed December 10, 2005
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 | $41,963 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,518 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,884 | $104,919-58.2% | $116,228-62.2% | $85,563-48.7% |
| Participation rate | 95.0% | 78.6%+16.3pp | 74.6%+20.4pp | 66.0%+29.0pp |
| Annual return | 14.90% | 15.38%-0.5pp | 90.06%-75.2pp | 31.51%-16.6pp |
| Employer contribution / active EE | $4,140 | $3,485+18.8% | $2,994+38.2% | $2,654+56.0% |
| Participant deferral / active EE | $3,299 | $5,306-37.8% | $4,953-33.4% | $4,375-24.6% |
| Admin fee / account holder | $71 | $429-83.5% | $11,989-99.4% | $834-91.5% |