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 | $145,301 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $93,682 |
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 | $125,848 | $92,971+35.4% | $96,683+30.2% | $74,419+69.1% |
| Participation rate | 88.3% | 71.5%+16.7pp | 74.3%+13.9pp | 70.7%+17.6pp |
| Annual return | 15.79% | 37.49%-21.7pp | 35.69%-19.9pp | 34.38%-18.6pp |
| Employer contribution / active EE | $6,570 | $3,426+91.8% | $3,737+75.8% | $2,637+149.1% |
| Participant deferral / active EE | $7,871 | $3,970+98.3% | $4,878+61.4% | $4,528+73.8% |
| Admin fee / account holder | $218 | $633-65.5% | $6,730-96.8% | $348-37.2% |