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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $107,619 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,881 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,132 | $131,799-3.5% | $200,582-36.6% | $85,563+48.6% |
| Participation rate | 99.0% | 87.9%+11.1pp | 86.9%+12.1pp | 66.0%+33.0pp |
| Annual return | 16.24% | 21.59%-5.3pp | 42.33%-26.1pp | 31.51%-15.3pp |
| Employer contribution / active EE | $6,356 | $4,532+40.2% | $6,419-1.0% | $2,654+139.5% |
| Participant deferral / active EE | $7,412 | $7,702-3.8% | $9,331-20.6% | $4,375+69.4% |
| Admin fee / account holder | $186 | $235-20.8% | $16,305-98.9% | $834-77.7% |