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 |
|---|---|---|
Service code 99 PO BOX 30918 · BILLINGS, MT 59116 | Other Fees | $34,632 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,376 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,760 |
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 | $43,875 | $50,815-13.7% | $155,509-71.8% | $77,643-43.5% |
| Participation rate | 22.7% | 63.1%-40.4pp | 78.2%-55.5pp | 70.6%-47.9pp |
| Annual return | 12.99% | 34.80%-21.8pp | 64.67%-51.7pp | 31.24%-18.3pp |
| Employer contribution / active EE | $478 | $1,993-76.0% | $4,672-89.8% | $2,726-82.5% |
| Participant deferral / active EE | $818 | $2,822-71.0% | $5,626-85.5% | $4,647-82.4% |
| Admin fee / account holder | $241 | $437-44.9% | $15,912-98.5% | $430-44.1% |