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 | $18,054 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $782 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,132 | $52,208-11.6% | $86,612-46.7% | $74,419-38.0% |
| Participation rate | 96.7% | 66.3%+30.4pp | 71.7%+25.0pp | 70.7%+26.0pp |
| Annual return | 15.63% | 44.46%-28.8pp | 591.07%-575.4pp | 34.38%-18.8pp |
| Employer contribution / active EE | $7,468 | $2,282+227.2% | $3,022+147.1% | $2,637+183.1% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,438-100.0% | $4,528-100.0% |
| Admin fee / account holder | $34 | $319-89.3% | $5,614-99.4% | $348-90.2% |