Filed March 31, 2009 (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 | $145,084 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,351 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,254 | $76,173-9.1% | $81,382-14.9% | $199,593-65.3% |
| Participation rate | 95.4% | 76.3%+19.2pp | 69.5%+25.9pp | 72.0%+23.4pp |
| Annual return | 11.33% | 15.59%-4.3pp | 24.73%-13.4pp | 34.25%-22.9pp |
| Employer contribution / active EE | $2,899 | $2,792+3.8% | $2,463+17.7% | $3,034-4.4% |
| Participant deferral / active EE | $6,046 | $4,201+43.9% | $3,883+55.7% | $5,087+18.8% |
| Admin fee / account holder | $131 | $146-10.2% | $5,768-97.7% | $269-51.2% |