Filed January 28, 2006 (most recent of 2 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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,243 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,573 | $122,239+91.9% | $184,203+27.3% | $74,495+214.9% |
| Participation rate | 95.6% | 85.5%+10.1pp | 86.8%+8.8pp | 67.2%+28.4pp |
| Annual return | 13.94% | 19.95%-6.0pp | 28.81%-14.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $7,216 | $4,537+59.0% | $6,427+12.3% | $2,623+175.1% |
| Participant deferral / active EE | $11,972 | $7,139+67.7% | $9,131+31.1% | $4,346+175.5% |
| Admin fee / account holder | $8 | $1,260-99.4% | $13,901-99.9% | $1,942-99.6% |