Filed April 12, 2007
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 | $7,217 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,962 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,743 | $129,095-62.2% | $184,200-73.5% | $77,671-37.2% |
| Participation rate | 97.7% | 87.3%+10.4pp | 86.8%+10.9pp | 70.6%+27.1pp |
| Annual return | 22.26% | 33.29%-11.0pp | 28.80%-6.5pp | 31.21%-8.9pp |
| Employer contribution / active EE | $2,481 | $4,410-43.7% | $6,424-61.4% | $2,726-9.0% |
| Participant deferral / active EE | $4,466 | $7,300-38.8% | $9,132-51.1% | $4,648-3.9% |
| Admin fee / account holder | $38 | $256-85.0% | $13,907-99.7% | $430-91.1% |