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 | $85,008 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,366 |
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 | $43,382 | $57,610-24.7% | $154,803-72.0% | $102,872-57.8% |
| Participation rate | 38.4% | 59.5%-21.1pp | 78.1%-39.7pp | 73.0%-34.7pp |
| Annual return | 15.81% | 30.49%-14.7pp | 58.88%-43.1pp | 19.06%-3.3pp |
| Employer contribution / active EE | $357 | $1,883-81.0% | $4,305-91.7% | $3,526-89.9% |
| Participant deferral / active EE | $2,286 | $2,914-21.5% | $5,540-58.7% | $5,535-58.7% |
| Admin fee / account holder | $130 | $368-64.5% | $14,329-99.1% | $292-55.4% |