Filed June 5, 2008
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 INS CO OF AMERICA Service code 64 8515 EAST ORCHID ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,243 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,030 | $58,264+15.0% | $86,612-22.6% | $71,457-6.2% |
| Participation rate | 60.8% | 65.0%-4.2pp | 71.7%-10.9pp | 67.9%-7.2pp |
| Annual return | 15.82% | 21.63%-5.8pp | 591.07%-575.3pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,441 | $2,574-5.2% | $3,022-19.2% | $2,588-5.7% |
| Participant deferral / active EE | $3,639 | $3,436+5.9% | $4,438-18.0% | $4,289-15.2% |
| Admin fee / account holder | $131 | $1,057-87.6% | $5,614-97.7% | $1,587-91.8% |