Filed December 29, 1
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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,548 |
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $60,921 |
NOVA 401(K) ASSOCIATES9+ years Service code 13 · EIN 20-1181458 10777 NW FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $30,984 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,160 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,827 | $112,686-73.5% | $169,993-82.5% | $80,160-62.8% |
| Participation rate | 95.2% | 87.4%+7.8pp | 87.0%+8.2pp | 72.9%+22.2pp |
| Annual return | 32.50% | 67.04%-34.5pp | 53.37%-20.9pp | 40.38%-7.9pp |
| Employer contribution / active EE | $2,255 | $4,481-49.7% | $6,785-66.8% | $2,978-24.3% |
| Participant deferral / active EE | $4,289 | $7,876-45.5% | $10,408-58.8% | $5,017-14.5% |
| Admin fee / account holder | $143 | $99+44.0% | $12,815-98.9% | $145-1.5% |