Filed January 31, 2021 (most recent of 8 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 | $119,690 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $66,404 |
Annual investment return 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 | $66,594 | $136,266-51.1% | $90,749-26.6% | $77,904-14.5% |
| Participation rate | 81.6% | 86.6%-5.0pp | 75.7%+6.0pp | 73.7%+8.0pp |
| Annual return | -16.95% | -11.32%-5.6pp | -12.16%-4.8pp | 12.21%-29.2pp |
| Employer contribution / active EE | $2,893 | $4,215-31.4% | $2,921-0.9% | $2,848+1.6% |
| Participant deferral / active EE | $5,832 | $6,353-8.2% | $4,564+27.8% | $4,806+21.3% |
| Admin fee / account holder | $175 | $399-56.1% | $8,445-97.9% | $133+32.1% |