Filed April 5, 2019
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 6-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,704 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $21,292 | $31,741-32.9% | $56,411-62.3% | $199,593-89.3% |
| Participation rate | 8.7% | 32.3%-23.6pp | 52.5%-43.8pp | 72.0%-63.3pp |
| Annual return | 16.52% | 14.72%+1.8pp | 1701.33%-1684.8pp | 34.25%-17.7pp |
| Employer contribution / active EE | $56 | $508-89.0% | $1,039-94.6% | $3,034-98.2% |
| Participant deferral / active EE | $306 | $1,184-74.2% | $1,952-84.3% | $5,087-94.0% |
| Admin fee / account holder | $144 | $426-66.1% | $2,829-94.9% | $269-46.3% |