Filed September 8, 2006
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 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $231,151 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,250 |
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 | $80,266 | $84,000-4.4% | $119,609-32.9% | $77,904+3.0% |
| Participation rate | 97.5% | 77.8%+19.7pp | 79.3%+18.3pp | 73.7%+23.8pp |
| Annual return | -13.50% | -11.59%-1.9pp | -14.97%+1.5pp | 12.21%-25.7pp |
| Employer contribution / active EE | $1,190 | $2,907-59.1% | $4,232-71.9% | $2,848-58.2% |
| Participant deferral / active EE | $3,722 | $4,705-20.9% | $5,602-33.6% | $4,806-22.6% |
| Admin fee / account holder | $85 | $116-26.8% | $10,323-99.2% | $133-36.0% |