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 | $17,259 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,451 | $89,248-15.5% | $136,007-44.5% | $74,495+1.3% |
| Participation rate | 90.0% | 69.4%+20.6pp | 76.5%+13.5pp | 67.2%+22.8pp |
| Annual return | 11.89% | 22.76%-10.9pp | 579.32%-567.4pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,260 | $2,838-20.4% | $4,217-46.4% | $2,623-13.8% |
| Participant deferral / active EE | $5,313 | $4,598+15.6% | $7,025-24.4% | $4,346+22.3% |
| Admin fee / account holder | $113 | $1,545-92.7% | $6,858-98.3% | $1,942-94.2% |