Filed August 14, 2009 (most recent of 2 filings on file)
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 | $122,177 |
MMA SECURITIES LLC7 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,815 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $110 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,110 | $95,880-20.6% | $107,525-29.2% | $85,563-11.0% |
| Participation rate | 85.0% | 70.1%+14.8pp | 75.1%+9.9pp | 66.0%+19.0pp |
| Annual return | 16.83% | 68.06%-51.2pp | 181.32%-164.5pp | 31.51%-14.7pp |
| Employer contribution / active EE | $2,206 | $3,812-42.1% | $3,754-41.2% | $2,654-16.8% |
| Participant deferral / active EE | $6,056 | $4,201+44.1% | $5,116+18.4% | $4,375+38.4% |
| Admin fee / account holder | $140 | $1,025-86.4% | $8,919-98.4% | $834-83.3% |