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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,439 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,641 |
Annual investment return 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 | $96,206 | $112,686-14.6% | $169,993-43.4% | $80,160+20.0% |
| Participation rate | 98.2% | 87.4%+10.9pp | 87.0%+11.2pp | 72.9%+25.3pp |
| Annual return | 15.01% | 67.04%-52.0pp | 53.37%-38.4pp | 40.38%-25.4pp |
| Employer contribution / active EE | $2,862 | $4,481-36.1% | $6,785-57.8% | $2,978-3.9% |
| Participant deferral / active EE | $5,614 | $7,876-28.7% | $10,408-46.1% | $5,017+11.9% |
| Admin fee / account holder | $61 | $99-38.4% | $12,815-99.5% | $145-57.9% |