Filed March 16, 2010 (most recent of 3 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,848 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,480 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,945 | $62,146+67.3% | $81,438+27.6% | $74,546+39.4% |
| Participation rate | 98.5% | 64.1%+34.4pp | 69.5%+29.0pp | 67.2%+31.3pp |
| Annual return | 11.97% | 16.49%-4.5pp | 24.74%-12.8pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $2,087 | $1,883+10.8% | $2,460-15.2% | $2,624-20.5% |
| Participant deferral / active EE | $6,626 | $3,229+105.2% | $3,883+70.6% | $4,347+52.4% |
| Admin fee / account holder | $33 | $1,922-98.3% | $5,764-99.4% | $1,944-98.3% |