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 | $225,700 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,900 |
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 | $106,915 | $122,693-12.9% | $184,203-42.0% | $199,593-46.4% |
| Participation rate | 98.4% | 86.8%+11.6pp | 86.8%+11.6pp | 72.0%+26.4pp |
| Annual return | 12.91% | 143.91%-131.0pp | 28.81%-15.9pp | 34.25%-21.3pp |
| Employer contribution / active EE | $3,284 | $4,584-28.4% | $6,427-48.9% | $3,034+8.2% |
| Participant deferral / active EE | $6,073 | $7,990-24.0% | $9,131-33.5% | $5,087+19.4% |
| Admin fee / account holder | $82 | $121-31.9% | $13,901-99.4% | $269-69.5% |