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 | $108,549-51.4% | $156,263-66.2% | $85,563-38.3% |
| Participation rate | 97.5% | 77.1%+20.4pp | 78.9%+18.6pp | 66.0%+31.6pp |
| Annual return | 16.52% | 21.79%-5.3pp | 59.47%-43.0pp | 31.51%-15.0pp |
| Employer contribution / active EE | $878 | $2,690-67.4% | $4,333-79.7% | $2,654-66.9% |
| Participant deferral / active EE | $4,784 | $4,800-0.3% | $6,158-22.3% | $4,375+9.3% |
| Admin fee / account holder | $105 | $650-83.9% | $14,255-99.3% | $834-87.5% |