Filed December 16, 1992
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 | $74,635 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,092 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,427 | $56,503-12.5% | $70,092-29.5% | $64,808-23.7% |
| Participation rate | 96.3% | 70.5%+25.9pp | 70.5%+25.8pp | 71.5%+24.9pp |
| Annual return | -13.16% | -13.44%+0.3pp | 190.73%-203.9pp | 32.82%-46.0pp |
| Employer contribution / active EE | $2,158 | $2,046+5.5% | $2,559-15.7% | $2,506-13.9% |
| Participant deferral / active EE | $3,474 | $3,389+2.5% | $3,849-9.7% | $4,310-19.4% |
| Admin fee / account holder | $218 | $160+36.2% | $6,267-96.5% | $188+16.2% |