Filed June 24, 2008 (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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,231 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,006 | $69,848-12.7% | $115,756-47.3% | $66,914-8.8% |
| Participation rate | 84.4% | 70.6%+13.7pp | 77.1%+7.3pp | 69.8%+14.6pp |
| Annual return | -15.85% | 969.66%-985.5pp | 143.14%-159.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,613 | $2,613-38.3% | $3,793-57.5% | $2,544-36.6% |
| Participant deferral / active EE | $3,737 | $4,274-12.6% | $6,254-40.2% | $4,237-11.8% |
| Admin fee / account holder | $95 | $337-71.9% | $8,124-98.8% | $593-84.1% |