Filed September 12, 2006 (most recent of 5 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 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $771,342 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $11,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,762 | $99,062+104.7% | $103,476+95.9% | $99,062+104.7% |
| Participation rate | 95.0% | 71.6%+23.3pp | 80.5%+14.4pp | 71.6%+23.3pp |
| Annual return | 14.06% | 17.66%-3.6pp | 23.90%-9.8pp | 17.66%-3.6pp |
| Employer contribution / active EE | $5,188 | $3,262+59.0% | $4,672+11.0% | $3,262+59.0% |
| Participant deferral / active EE | $10,131 | $5,331+90.0% | $6,623+53.0% | $5,331+90.0% |
| Admin fee / account holder | $119 | $109+9.3% | $9,413-98.7% | $109+9.3% |