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 | $13,433 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,288 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,405 | $88,581-2.5% | $145,661-40.7% | $74,304+16.3% |
| Participation rate | 71.7% | 64.9%+6.7pp | 77.2%-5.6pp | 60.3%+11.3pp |
| Annual return | 13.60% | 34.30%-20.7pp | 101.46%-87.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,522 | $2,612-41.8% | $4,238-64.1% | $2,241-32.1% |
| Participant deferral / active EE | $3,893 | $4,151-6.2% | $7,198-45.9% | $3,767+3.3% |
| Admin fee / account holder | $119 | $2,953-96.0% | $12,466-99.0% | $2,969-96.0% |