Filed April 30, 2013
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 |
|---|---|---|
Service code 27 PO BOX 7001 · PASADENA, CA 911097001 | Advisory (Plan) | $32,611 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,208 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,604 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,627 | $81,908-5.2% | $90,749-14.5% | $64,808+19.8% |
| Participation rate | 42.3% | 80.5%-38.2pp | 75.7%-33.4pp | 71.5%-29.1pp |
| Annual return | -13.21% | -12.53%-0.7pp | -12.16%-1.0pp | 32.82%-46.0pp |
| Employer contribution / active EE | $998 | $3,065-67.5% | $2,921-65.8% | $2,506-60.2% |
| Participant deferral / active EE | $2,120 | $4,840-56.2% | $4,564-53.6% | $4,310-50.8% |
| Admin fee / account holder | $215 | $157+37.0% | $8,445-97.5% | $188+14.6% |