Filed October 16, 2018 (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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,961 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,515 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,588 | $100,227-31.6% | $169,993-59.7% | $74,419-7.8% |
| Participation rate | 98.3% | 87.3%+11.0pp | 87.0%+11.3pp | 70.7%+27.6pp |
| Annual return | 24.46% | 66.08%-41.6pp | 53.37%-28.9pp | 34.38%-9.9pp |
| Employer contribution / active EE | $5,889 | $4,263+38.1% | $6,785-13.2% | $2,637+123.3% |
| Participant deferral / active EE | $5,884 | $7,143-17.6% | $10,408-43.5% | $4,528+29.9% |
| Admin fee / account holder | $140 | $234-40.2% | $12,815-98.9% | $348-59.7% |