Filed December 14, 1992
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $123,661 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $61,916 |
CADARET GRANT & CO INC3 years Service code 99 1 LINCOLN CTR 5TH FL · SYRACUSE, NY 13202 | Other Fees | $13,260 |
RPA FINANCIAL LLC3 years Service code 99 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Other Fees | $4,822 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,957 |
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 | $46,480 | $92,055-49.5% | $106,213-56.2% | $77,643-40.1% |
| Participation rate | 94.4% | 81.0%+13.4pp | 75.3%+19.2pp | 70.6%+23.9pp |
| Annual return | 14.77% | 17.91%-3.1pp | 116.14%-101.4pp | 31.24%-16.5pp |
| Employer contribution / active EE | $1,706 | $3,367-49.3% | $3,171-46.2% | $2,726-37.4% |
| Participant deferral / active EE | $3,936 | $5,386-26.9% | $5,016-21.5% | $4,647-15.3% |
| Admin fee / account holder | $173 | $219-20.9% | $11,033-98.4% | $430-59.7% |