Filed December 7, 2001
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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $929,298 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
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 | $77,997 | $140,769-44.6% | $91,541-14.8% | $140,769-44.6% |
| Participation rate | 93.9% | 74.2%+19.7pp | 69.8%+24.1pp | 74.2%+19.7pp |
| Annual return | 13.07% | 16.82%-3.8pp | 20.50%-7.4pp | 16.82%-3.8pp |
| Employer contribution / active EE | $3,502 | $3,906-10.3% | $2,505+39.8% | $3,906-10.3% |
| Participant deferral / active EE | $4,037 | $6,717-39.9% | $4,008+0.7% | $6,717-39.9% |
| Admin fee / account holder | $76 | $229-67.0% | $6,956-98.9% | $229-67.0% |