Filed January 15, 2006 (most recent of 2 filings on file)
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 | $1,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,330 | $55,415-7.4% | $155,509-67.0% | $74,495-31.1% |
| Participation rate | 36.7% | 61.9%-25.2pp | 78.2%-41.5pp | 67.2%-30.5pp |
| Annual return | 10.79% | 268.50%-257.7pp | 64.67%-53.9pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,050 | $2,267-53.7% | $4,672-77.5% | $2,623-60.0% |
| Participant deferral / active EE | $2,881 | $2,836+1.6% | $5,626-48.8% | $4,346-33.7% |
| Admin fee / account holder | $12 | $1,738-99.3% | $15,912-99.9% | $1,942-99.4% |