Filed February 28, 2003
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 | $37,816 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,520 | $54,193+22.7% | $93,606-28.9% | $77,643-14.3% |
| Participation rate | 65.6% | 63.9%+1.7pp | 68.7%-3.1pp | 70.6%-5.0pp |
| Annual return | 11.96% | 30.54%-18.6pp | 133.20%-121.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $921 | $1,168-21.1% | $2,420-61.9% | $2,726-66.2% |
| Participant deferral / active EE | $3,430 | $3,144+9.1% | $4,411-22.2% | $4,647-26.2% |
| Admin fee / account holder | $160 | $576-72.1% | $8,285-98.1% | $430-62.7% |