Filed February 24, 2006
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $160,319 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,917 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 33 · EIN 84-0965407 | Securities brokerage; Other investmen... | $5 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,007 | $86,897+25.4% | $151,611-28.1% | $64,808+68.2% |
| Participation rate | 99.0% | 87.3%+11.8pp | 87.5%+11.5pp | 71.5%+27.6pp |
| Annual return | -15.29% | -3.57%-11.7pp | 3.33%-18.6pp | 32.82%-48.1pp |
| Employer contribution / active EE | $3,542 | $4,010-11.7% | $6,166-42.6% | $2,506+41.4% |
| Participant deferral / active EE | $4,620 | $6,690-30.9% | $8,363-44.8% | $4,310+7.2% |
| Admin fee / account holder | $186 | $153+21.9% | $11,616-98.4% | $188-0.7% |