Filed April 6, 2005
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 | $75,209 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,575 | $62,688+146.6% | $178,014-13.2% | $77,671+99.0% |
| Participation rate | 63.8% | 66.9%-3.1pp | 77.1%-13.3pp | 70.6%-6.8pp |
| Annual return | 17.21% | 16.16%+1.1pp | 294.80%-277.6pp | 31.21%-14.0pp |
| Employer contribution / active EE | $3,193 | $1,912+67.0% | $3,950-19.2% | $2,726+17.1% |
| Participant deferral / active EE | $5,585 | $4,224+32.2% | $6,276-11.0% | $4,648+20.2% |
| Admin fee / account holder | $270 | $386-30.0% | $10,362-97.4% | $430-37.2% |