Filed July 31, 2019 (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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,045 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,661 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,759 | $116,081-54.6% | $156,181-66.2% | $79,634-33.7% |
| Participation rate | 97.5% | 75.6%+22.0pp | 78.8%+18.7pp | 62.5%+35.0pp |
| Annual return | 16.52% | 15.89%+0.6pp | 64.87%-48.4pp | 36.46%-19.9pp |
| Employer contribution / active EE | $878 | $2,828-69.0% | $4,294-79.6% | $2,529-65.3% |
| Participant deferral / active EE | $4,784 | $4,584+4.4% | $6,132-22.0% | $3,835+24.8% |
| Admin fee / account holder | $105 | $854-87.8% | $14,586-99.3% | $1,002-89.6% |