Filed October 18, 2004
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 | $43,726 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,792 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,417 | $54,193+11.5% | $93,654-35.5% | $77,671-22.2% |
| Participation rate | 81.4% | 63.9%+17.5pp | 68.7%+12.7pp | 70.6%+10.9pp |
| Annual return | 9.62% | 30.54%-20.9pp | 133.34%-123.7pp | 31.21%-21.6pp |
| Employer contribution / active EE | $1,579 | $1,168+35.2% | $2,421-34.8% | $2,726-42.1% |
| Participant deferral / active EE | $4,795 | $3,144+52.5% | $4,413+8.7% | $4,648+3.2% |
| Admin fee / account holder | $218 | $576-62.1% | $8,282-97.4% | $430-49.3% |