Filed November 4, 2008
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 INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $120,316 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48,986 |
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 | $92,604 | $107,459-13.8% | $135,903-31.9% | $80,160+15.5% |
| Participation rate | 95.4% | 78.0%+17.3pp | 81.9%+13.5pp | 72.9%+22.5pp |
| Annual return | 48.57% | 91.91%-43.3pp | 68.23%-19.7pp | 40.38%+8.2pp |
| Employer contribution / active EE | $5,235 | $3,877+35.0% | $4,856+7.8% | $2,978+75.8% |
| Participant deferral / active EE | $9,585 | $8,195+17.0% | $7,758+23.6% | $5,017+91.0% |
| Admin fee / account holder | $90 | $127-29.4% | $10,762-99.2% | $145-38.1% |