Filed March 27, 1995
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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,405 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,495 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,591 | $53,345+137.3% | $121,098+4.5% | $74,419+70.1% |
| Participation rate | 71.0% | 60.0%+11.0pp | 69.5%+1.5pp | 70.7%+0.2pp |
| Annual return | 17.30% | 35.15%-17.9pp | 985.75%-968.4pp | 34.38%-17.1pp |
| Employer contribution / active EE | $3,403 | $1,898+79.3% | $4,164-18.3% | $2,637+29.0% |
| Participant deferral / active EE | $6,145 | $3,221+90.8% | $4,080+50.6% | $4,528+35.7% |
| Admin fee / account holder | $98 | $382-74.4% | $5,644-98.3% | $348-71.9% |