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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $871,195 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,331 | $106,382-32.9% | $81,382-12.4% | $106,382-32.9% |
| Participation rate | 94.8% | 69.9%+25.0pp | 69.5%+25.4pp | 69.9%+25.0pp |
| Annual return | 13.20% | 17.37%-4.2pp | 24.73%-11.5pp | 17.37%-4.2pp |
| Employer contribution / active EE | $3,226 | $3,364-4.1% | $2,463+31.0% | $3,364-4.1% |
| Participant deferral / active EE | $3,709 | $5,569-33.4% | $3,883-4.5% | $5,569-33.4% |
| Admin fee / account holder | $70 | $79-11.1% | $5,768-98.8% | $79-11.1% |