Filed October 18, 2004
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 | $17,660 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,587 |
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 | $90,594 | $86,897+4.3% | $151,611-40.2% | $64,808+39.8% |
| Participation rate | 97.9% | 87.3%+10.7pp | 87.5%+10.4pp | 71.5%+26.5pp |
| Annual return | -14.15% | -3.57%-10.6pp | 3.33%-17.5pp | 32.82%-47.0pp |
| Employer contribution / active EE | $6,595 | $4,010+64.5% | $6,166+7.0% | $2,506+163.2% |
| Participant deferral / active EE | $6,642 | $6,690-0.7% | $8,363-20.6% | $4,310+54.1% |
| Admin fee / account holder | $42 | $153-72.5% | $11,616-99.6% | $188-77.6% |