Filed December 2, 2011 (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 | $144,142 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $103,496 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,838 | $106,236+7.2% | $112,228+1.4% | $64,808+75.7% |
| Participation rate | 87.1% | 71.7%+15.4pp | 75.1%+12.0pp | 71.5%+15.6pp |
| Annual return | -14.29% | -6.02%-8.3pp | 27.45%-41.7pp | 32.82%-47.1pp |
| Employer contribution / active EE | $6,493 | $3,166+105.1% | $3,635+78.6% | $2,506+159.1% |
| Participant deferral / active EE | $7,667 | $3,785+102.6% | $4,728+62.2% | $4,310+77.9% |
| Admin fee / account holder | $241 | $452-46.7% | $6,410-96.2% | $188+28.1% |