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 INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,624 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOD VILLAGE, CO 80111 | Investment Management | $11,790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,624 | $58,778+144.4% | $129,207+11.2% | $77,643+85.0% |
| Participation rate | 70.5% | 59.2%+11.2pp | 69.6%+0.9pp | 70.6%-0.1pp |
| Annual return | 15.75% | 24.73%-9.0pp | 9417.33%-9401.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $3,604 | $1,952+84.6% | $4,153-13.2% | $2,726+32.2% |
| Participant deferral / active EE | $6,228 | $3,212+93.9% | $4,168+49.4% | $4,647+34.0% |
| Admin fee / account holder | $134 | $589-77.2% | $7,715-98.3% | $430-68.8% |