Filed October 18, 2004
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 | $36,528 |
Service code 99 PO BOX 30918 · BILLINGS, MT 59116 | Other Fees | $28,453 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $41,089 | $47,126-12.8% | $149,673-72.5% | $74,419-44.8% |
| Participation rate | 21.8% | 63.4%-41.6pp | 78.8%-57.0pp | 70.7%-48.9pp |
| Annual return | 20.72% | 22.75%-2.0pp | 134.42%-113.7pp | 34.38%-13.7pp |
| Employer contribution / active EE | $435 | $1,905-77.2% | $4,818-91.0% | $2,637-83.5% |
| Participant deferral / active EE | $765 | $2,728-71.9% | $5,680-86.5% | $4,528-83.1% |
| Admin fee / account holder | $241 | $343-29.8% | $13,210-98.2% | $348-30.8% |