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 | $69,572 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,011 |
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 | $51,523 | $69,823-26.2% | $77,163-33.2% | $74,419-30.8% |
| Participation rate | 99.2% | 70.0%+29.2pp | 69.6%+29.7pp | 70.7%+28.5pp |
| Annual return | 13.66% | 19.98%-6.3pp | 37.87%-24.2pp | 34.38%-20.7pp |
| Employer contribution / active EE | $2,251 | $2,150+4.7% | $2,535-11.2% | $2,637-14.6% |
| Participant deferral / active EE | $3,603 | $3,558+1.3% | $3,833-6.0% | $4,528-20.4% |
| Admin fee / account holder | $206 | $398-48.2% | $5,472-96.2% | $348-40.8% |