Filed October 18, 2004
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 | $259,190 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35,997 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,892 | $160,882-37.3% | $200,582-49.7% | $102,872-1.9% |
| Participation rate | 97.2% | 91.2%+6.1pp | 86.9%+10.4pp | 73.0%+24.2pp |
| Annual return | 24.52% | 18.15%+6.4pp | 42.33%-17.8pp | 19.06%+5.5pp |
| Employer contribution / active EE | $3,065 | $5,602-45.3% | $6,419-52.3% | $3,526-13.1% |
| Participant deferral / active EE | $5,716 | $9,300-38.5% | $9,331-38.7% | $5,535+3.3% |
| Admin fee / account holder | $77 | $125-38.4% | $16,305-99.5% | $292-73.7% |