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 | $107,218-59.1% | $115,768-62.1% | $79,634-44.9% |
| Participation rate | 95.0% | 76.8%+18.2pp | 74.4%+20.6pp | 62.5%+32.5pp |
| Annual return | 14.90% | 15.41%-0.5pp | 100.46%-85.6pp | 36.46%-21.6pp |
| Employer contribution / active EE | $4,140 | $3,627+14.2% | $2,940+40.8% | $2,529+63.7% |
| Participant deferral / active EE | $3,299 | $5,091-35.2% | $4,917-32.9% | $3,835-14.0% |
| Admin fee / account holder | $71 | $576-87.7% | $12,439-99.4% | $1,002-92.9% |