Filed February 24, 1992
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 9-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,588 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $110 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,959 | $81,248-58.2% | $155,509-78.2% | $80,856-58.0% |
| Participation rate | 85.4% | 66.2%+19.2pp | 78.2%+7.2pp | 67.6%+17.8pp |
| Annual return | 11.52% | 33.31%-21.8pp | 64.67%-53.1pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,464 | $3,100-52.8% | $4,672-68.7% | $2,755-46.9% |
| Participant deferral / active EE | $2,300 | $3,452-33.4% | $5,626-59.1% | $4,296-46.5% |
| Admin fee / account holder | $127 | $7,997-98.4% | $15,912-99.2% | $6,918-98.2% |