Filed August 12, 2002
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 | $75,866 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35,860 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $26,610 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $106,420 | $107,741-1.2% | $96,576+10.2% | $79,634+33.6% |
| Participation rate | 85.6% | 79.1%+6.5pp | 81.4%+4.2pp | 62.5%+23.1pp |
| Annual return | 13.82% | 19.24%-5.4pp | 38.47%-24.6pp | 36.46%-22.6pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $3,553-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $7,861 | $7,899-0.5% | $7,956-1.2% | $3,835+105.0% |
| Admin fee / account holder | $114 | $1,150-90.1% | $11,381-99.0% | $1,002-88.6% |