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 | $24,199 |
Filed as: EMPOWER ANNUITY INS COMP OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,513 |
HUNNEX AND SHOEMAKER, INC.3 years Filed as: HUNNEX & SHOEMAKER Service code 13 PO BOX 24629 · SEATTLE, WA 98124 | Contract Administrator | $624 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,946 | $101,317+66.8% | $146,958+15.0% | $74,495+126.8% |
| Participation rate | 95.0% | 75.5%+19.4pp | 82.2%+12.8pp | 67.2%+27.8pp |
| Annual return | 12.02% | 8730.91%-8718.9pp | 418.34%-406.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $5,692 | $3,810+49.4% | $4,933+15.4% | $2,623+117.0% |
| Participant deferral / active EE | $10,045 | $7,303+37.5% | $8,070+24.5% | $4,346+131.1% |
| Admin fee / account holder | $161 | $1,739-90.8% | $12,998-98.8% | $1,942-91.7% |