Filed January 9, 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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $437,940 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,701 | $130,267+27.2% | $145,661+13.8% | $102,872+61.1% |
| Participation rate | 64.4% | 83.3%-18.9pp | 77.2%-12.8pp | 73.0%-8.6pp |
| Annual return | 17.91% | 17.79%+0.1pp | 101.46%-83.5pp | 19.06%-1.1pp |
| Employer contribution / active EE | $3,910 | $4,061-3.7% | $4,238-7.7% | $3,526+10.9% |
| Participant deferral / active EE | $6,964 | $6,550+6.3% | $7,198-3.3% | $5,535+25.8% |
| Admin fee / account holder | $213 | $396-46.2% | $12,466-98.3% | $292-27.2% |