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 | $25,911 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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 | $115,292 | $129,021-10.6% | $184,203-37.4% | $77,643+48.5% |
| Participation rate | 99.0% | 87.3%+11.6pp | 86.8%+12.2pp | 70.6%+28.4pp |
| Annual return | 13.70% | 33.27%-19.6pp | 28.81%-15.1pp | 31.24%-17.5pp |
| Employer contribution / active EE | $5,946 | $4,413+34.7% | $6,427-7.5% | $2,726+118.1% |
| Participant deferral / active EE | $7,691 | $7,297+5.4% | $9,131-15.8% | $4,647+65.5% |
| Admin fee / account holder | $36 | $254-85.8% | $13,901-99.7% | $430-91.7% |