Filed June 28, 1990 (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 |
|---|---|---|
THE ASCENT GROUP, LLC3 years Service code 27 · EIN 86-3001816 | Advisory (Plan) | $45,258 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $23,679 |
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 | $79,913 | $130,194-38.6% | $169,993-53.0% | $71,457+11.8% |
| Participation rate | 99.5% | 86.1%+13.3pp | 87.0%+12.5pp | 67.9%+31.6pp |
| Annual return | 13.70% | 20.37%-6.7pp | 53.37%-39.7pp | 28.85%-15.1pp |
| Employer contribution / active EE | $2,822 | $4,381-35.6% | $6,785-58.4% | $2,588+9.1% |
| Participant deferral / active EE | $4,843 | $6,923-30.0% | $10,408-53.5% | $4,289+12.9% |
| Admin fee / account holder | $282 | $966-70.8% | $12,815-97.8% | $1,587-82.3% |