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) | $34,349 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,214 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,095 | $84,784+12.2% | $98,439-3.4% | $74,419+27.8% |
| Participation rate | 40.8% | 81.5%-40.7pp | 75.2%-34.3pp | 70.7%-29.9pp |
| Annual return | 15.72% | 20.59%-4.9pp | 21.16%-5.4pp | 34.38%-18.7pp |
| Employer contribution / active EE | $1,087 | $3,364-67.7% | $3,048-64.3% | $2,637-58.8% |
| Participant deferral / active EE | $2,323 | $5,218-55.5% | $4,738-51.0% | $4,528-48.7% |
| Admin fee / account holder | $233 | $204+14.1% | $8,948-97.4% | $348-32.9% |