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 | $70,944 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,805 |
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 | $56,803 | $66,457-14.5% | $81,382-30.2% | $77,643-26.8% |
| Participation rate | 97.8% | 68.7%+29.0pp | 69.5%+28.3pp | 70.6%+27.2pp |
| Annual return | 10.40% | 15.93%-5.5pp | 24.73%-14.3pp | 31.24%-20.8pp |
| Employer contribution / active EE | $2,303 | $2,159+6.7% | $2,463-6.5% | $2,726-15.5% |
| Participant deferral / active EE | $3,706 | $3,679+0.7% | $3,883-4.6% | $4,647-20.3% |
| Admin fee / account holder | $233 | $583-59.9% | $5,768-96.0% | $430-45.8% |