Filed April 13, 1994 (most recent of 3 filings on file)
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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $362,043 |
Service code 10 · EIN 75-2599166 | Accounting | $14,000 |
Service code 17 · EIN 26-3521867 | Pension Consulting | $9,500 |
COLIGOS, LLC1 year Service code 16 · EIN 27-4947802 | Consulting | $6,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,704 | $45,365-12.5% | $58,482-32.1% | $96,393-58.8% |
| Participation rate | 23.8% | 30.9%-7.1pp | 50.9%-27.0pp | 71.3%-47.5pp |
| Annual return | 19.76% | 20.48%-0.7pp | 4239.32%-4219.6pp | 22.88%-3.1pp |
| Employer contribution / active EE | $491 | $584-15.9% | $1,053-53.4% | $3,238-84.8% |
| Participant deferral / active EE | $1,067 | $1,304-18.2% | $1,924-44.5% | $5,455-80.4% |
| Admin fee / account holder | $64 | $74-13.5% | $2,516-97.4% | $74-13.1% |