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 | $157,191 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $102,621 |
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 | $138,188 | $198,836-30.5% | $103,333+33.7% | - |
| Participation rate | 90.0% | 60.8%+29.1pp | 74.5%+15.5pp | - |
| Annual return | 16.09% | 12.43%+3.7pp | 24.88%-8.8pp | - |
| Employer contribution / active EE | $7,296 | $2,607+179.9% | $3,868+88.6% | - |
| Participant deferral / active EE | $8,675 | $3,407+154.6% | $5,057+71.5% | - |
| Admin fee / account holder | $222 | $10,004-97.8% | $8,355-97.3% | - |