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 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $245,434 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $37,924 |
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 | $92,882 | $2,679,533-96.5% | $164,813-43.6% | $199,593-53.5% |
| Participation rate | 96.5% | 78.3%+18.2pp | 78.6%+17.9pp | 72.0%+24.6pp |
| Annual return | 10.91% | 17.93%-7.0pp | 69.93%-59.0pp | 34.25%-23.3pp |
| Employer contribution / active EE | $2,422 | $2,970-18.5% | $4,341-44.2% | $3,034-20.2% |
| Participant deferral / active EE | $4,329 | $5,010-13.6% | $6,031-28.2% | $5,087-14.9% |
| Admin fee / account holder | $93 | $1,982-95.3% | $12,690-99.3% | $269-65.5% |