Filed February 23, 1
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 8-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 ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,600,462 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $1,365,979 |
ROCATON INVESTMENT ADVISORS, LLC8+ years Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 20 GLOVER AVE · NORWALK, CT 06820 | Advisory (Plan) | $324,168 |
QDRO CONSULTANTS COMPANY, LLC8+ years Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $12,900 |
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 | $117,739 | $244,991-51.9% | $106,213+10.9% | $106,382+10.7% |
| Participation rate | 90.6% | 88.4%+2.2pp | 75.3%+15.3pp | 69.9%+20.7pp |
| Annual return | 12.80% | 13.48%-0.7pp | 116.14%-103.3pp | 17.37%-4.6pp |
| Employer contribution / active EE | $4,837 | $8,816-45.1% | $3,171+52.5% | $3,364+43.8% |
| Participant deferral / active EE | $6,280 | $11,442-45.1% | $5,016+25.2% | $5,569+12.8% |
| Admin fee / account holder | $82 | $88-7.2% | $11,033-99.3% | $79+3.0% |