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 | $17,244 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,867 | $80,138-19.1% | $130,231-50.2% | $71,457-9.2% |
| Participation rate | 89.9% | 71.0%+18.9pp | 76.3%+13.6pp | 67.9%+22.0pp |
| Annual return | 15.14% | 16.81%-1.7pp | 38.77%-23.6pp | 28.85%-13.7pp |
| Employer contribution / active EE | $1,875 | $2,834-33.8% | $4,126-54.6% | $2,588-27.5% |
| Participant deferral / active EE | $4,463 | $4,641-3.8% | $6,799-34.3% | $4,289+4.1% |
| Admin fee / account holder | $91 | $1,035-91.2% | $6,020-98.5% | $1,587-94.3% |