Filed July 30, 1999 (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 ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $318,518 |
DELOITTE & TOUCHE LLP10+ years Service code 10 95 SOUTH STATE STREET, STE 900 · SALT LAKE CITY, UT 84111 | Accounting | $31,150 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,919 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,170 | $112,623-9.3% | $106,201-3.8% | $199,768-48.9% |
| Participation rate | 89.8% | 86.2%+3.5pp | 75.3%+14.5pp | 72.0%+17.8pp |
| Annual return | 12.13% | 15.57%-3.4pp | 116.26%-104.1pp | 34.26%-22.1pp |
| Employer contribution / active EE | $5,103 | $4,575+11.5% | $3,170+61.0% | $3,037+68.1% |
| Participant deferral / active EE | $6,759 | $6,659+1.5% | $5,012+34.9% | $5,090+32.8% |
| Admin fee / account holder | $85 | $107-20.5% | $11,039-99.2% | $269-68.4% |