Filed October 19, 2004
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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $394,158 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $182,016 |
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 | $106,449 | $122,693-13.2% | $184,203-42.2% | $199,593-46.7% |
| Participation rate | 97.8% | 86.8%+11.0pp | 86.8%+10.9pp | 72.0%+25.8pp |
| Annual return | 29.25% | 143.91%-114.7pp | 28.81%+0.4pp | 34.25%-5.0pp |
| Employer contribution / active EE | $4,376 | $4,584-4.5% | $6,427-31.9% | $3,034+44.2% |
| Participant deferral / active EE | $8,660 | $7,990+8.4% | $9,131-5.2% | $5,087+70.2% |
| Admin fee / account holder | $193 | $121+60.4% | $13,901-98.6% | $269-28.1% |