Filed August 14, 1995
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 O Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $201,711 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,041 |
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 | $117,553 | $110,299+6.6% | $102,423+14.8% | $199,593-41.1% |
| Participation rate | 89.2% | 86.3%+3.0pp | 76.5%+12.7pp | 72.0%+17.3pp |
| Annual return | 13.68% | 35.73%-22.1pp | 29.32%-15.6pp | 34.25%-20.6pp |
| Employer contribution / active EE | $3,241 | $3,603-10.1% | $3,023+7.2% | $3,034+6.8% |
| Participant deferral / active EE | $5,355 | $6,376-16.0% | $5,053+6.0% | $5,087+5.3% |
| Admin fee / account holder | $79 | $122-35.7% | $9,451-99.2% | $269-70.8% |