Filed September 3, 2009
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 | $61,560 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,819 | $53,136-30.7% | $155,509-76.3% | $199,593-81.6% |
| Participation rate | 39.0% | 64.1%-25.1pp | 78.2%-39.2pp | 72.0%-33.0pp |
| Annual return | 16.22% | 41.15%-24.9pp | 64.67%-48.4pp | 34.25%-18.0pp |
| Employer contribution / active EE | $377 | $1,851-79.6% | $4,672-91.9% | $3,034-87.6% |
| Participant deferral / active EE | $2,439 | $3,161-22.8% | $5,626-56.7% | $5,087-52.1% |
| Admin fee / account holder | $93 | $185-50.0% | $15,912-99.4% | $269-65.5% |