Filed November 17, 2015
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 | $26,907 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,139 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,680 | $112,750-57.7% | $103,464-53.9% | $74,546-36.0% |
| Participation rate | 97.9% | 80.9%+17.0pp | 80.5%+17.4pp | 67.2%+30.7pp |
| Annual return | 11.56% | 23.22%-11.7pp | 23.91%-12.4pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $2,033 | $4,880-58.3% | $4,677-56.5% | $2,624-22.6% |
| Participant deferral / active EE | $5,891 | $7,289-19.2% | $6,624-11.1% | $4,347+35.5% |
| Admin fee / account holder | $88 | $1,702-94.8% | $9,410-99.1% | $1,944-95.5% |