Filed December 28, 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 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 | $25,706 |
Filed as: HUNNEX & SHOEMAKER Service code 13 PO BOX 24629 · SEATTLE, WA 98124 | Contract Administrator | $1,525 |
Filed as: EMPOWER ANNUITY INS COMP OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $650 |
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 | $181,253 | $84,487+114.5% | $125,339+44.6% | $66,914+170.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.19% | -8.39%-8.8pp | 572.05%-589.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $5,797 | $3,553+63.2% | $4,814+20.4% | $2,544+127.9% |
| Participant deferral / active EE | $10,578 | $6,781+56.0% | $7,446+42.1% | $4,237+149.7% |
| Admin fee / account holder | $209 | $685-69.5% | $10,010-97.9% | $593-64.7% |