Filed June 20, 2019 (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 ORHCARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $137,694 |
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $21,191 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $80,003 | $117,739-32.1% | $71,209+12.3% | $117,739-32.1% |
| Participation rate | 35.4% | 76.6%-41.3pp | 73.8%-38.4pp | 76.6%-41.3pp |
| Annual return | 10.97% | 17.29%-6.3pp | 282.51%-271.5pp | 17.29%-6.3pp |
| Employer contribution / active EE | $536 | $3,746-85.7% | $2,721-80.3% | $3,746-85.7% |
| Participant deferral / active EE | $1,394 | $6,128-77.2% | $4,175-66.6% | $6,128-77.2% |
| Admin fee / account holder | $49 | $112-56.4% | $5,349-99.1% | $112-56.4% |