Filed May 22, 1996
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 | $68,420 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,111 | $92,055-71.6% | $106,213-75.4% | $77,643-66.4% |
| Participation rate | 65.7% | 81.0%-15.3pp | 75.3%-9.6pp | 70.6%-4.9pp |
| Annual return | 11.22% | 17.91%-6.7pp | 116.14%-104.9pp | 31.24%-20.0pp |
| Employer contribution / active EE | $1,073 | $3,367-68.1% | $3,171-66.2% | $2,726-60.6% |
| Participant deferral / active EE | $3,030 | $5,386-43.7% | $5,016-39.6% | $4,647-34.8% |
| Admin fee / account holder | $163 | $219-25.8% | $11,033-98.5% | $430-62.2% |