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 | $22,807 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,013 | $100,227-2.2% | $169,993-42.3% | $74,419+31.7% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.0%+11.6pp | 70.7%+27.9pp |
| Annual return | 17.26% | 66.08%-48.8pp | 53.37%-36.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $7,063 | $4,263+65.7% | $6,785+4.1% | $2,637+167.8% |
| Participant deferral / active EE | $7,202 | $7,143+0.8% | $10,408-30.8% | $4,528+59.1% |
| Admin fee / account holder | $30 | $234-87.0% | $12,815-99.8% | $348-91.3% |