Filed October 27, 2015 (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 INS CO OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $165,156 |
BANCFIRST10+ years Service code 27 · EIN 73-1332918 | Advisory (Plan) | $90,848 |
EMPLOYEE BENEFITS GROUP, LLC10+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $26,523 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,980 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,103 | $50,815-17.1% | $155,509-72.9% | $77,643-45.8% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 12.53% | 34.80%-22.3pp | 64.67%-52.1pp | 31.24%-18.7pp |
| Employer contribution / active EE | $1,334 | $1,993-33.0% | $4,672-71.4% | $2,726-51.0% |
| Participant deferral / active EE | $4,031 | $2,822+42.8% | $5,626-28.4% | $4,647-13.3% |
| Admin fee / account holder | $167 | $437-61.8% | $15,912-99.0% | $430-61.2% |