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 Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $333,968 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $139,244 |
STEPTOE & JOHNSON LLP1 year Filed as: STEPTOE & JOHNSON PLLC Service code 13 · EIN 55-0286140 | Contract Administrator | $5,513 |
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 | $44,044 | $47,385-7.1% | $56,411-21.9% | $106,382-58.6% |
| Participation rate | 27.8% | 33.2%-5.3pp | 52.5%-24.6pp | 69.9%-42.0pp |
| Annual return | 13.19% | 17.29%-4.1pp | 1701.33%-1688.1pp | 17.37%-4.2pp |
| Employer contribution / active EE | $615 | $623-1.3% | $1,039-40.8% | $3,364-81.7% |
| Participant deferral / active EE | $1,244 | $1,440-13.6% | $1,952-36.3% | $5,569-77.7% |
| Admin fee / account holder | $61 | $78-22.1% | $2,829-97.8% | $79-23.2% |