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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $159,428 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,928 |
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 | $97,564 | $129,021-24.4% | $184,203-47.0% | $77,643+25.7% |
| Participation rate | 98.6% | 87.3%+11.3pp | 86.8%+11.8pp | 70.6%+28.1pp |
| Annual return | 17.51% | 33.27%-15.8pp | 28.81%-11.3pp | 31.24%-13.7pp |
| Employer contribution / active EE | $6,158 | $4,413+39.6% | $6,427-4.2% | $2,726+125.9% |
| Participant deferral / active EE | $6,094 | $7,297-16.5% | $9,131-33.3% | $4,647+31.1% |
| Admin fee / account holder | $285 | $254+12.4% | $13,901-97.9% | $430-33.7% |