Filed January 3, 2008
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 ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $205,878 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $170,956 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,080 | $84,000+8.4% | $119,609-23.9% | $77,904+16.9% |
| Participation rate | 93.7% | 77.8%+15.9pp | 79.3%+14.5pp | 73.7%+20.0pp |
| Annual return | -14.46% | -11.59%-2.9pp | -14.97%+0.5pp | 12.21%-26.7pp |
| Employer contribution / active EE | $3,023 | $2,907+4.0% | $4,232-28.6% | $2,848+6.1% |
| Participant deferral / active EE | $5,709 | $4,705+21.3% | $5,602+1.9% | $4,806+18.8% |
| Admin fee / account holder | $96 | $116-17.2% | $10,323-99.1% | $133-27.7% |