Filed May 14, 2006 (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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $133,727 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,427 | $89,282+189.4% | $94,646+173.0% | $74,419+247.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 70.7%+29.3pp |
| Annual return | 18.04% | 25.96%-7.9pp | 156.71%-138.7pp | 34.38%-16.3pp |
| Employer contribution / active EE | $7,701 | $3,022+154.8% | $3,672+109.7% | $2,637+192.0% |
| Participant deferral / active EE | $13,066 | $8,425+55.1% | $7,418+76.1% | $4,528+188.6% |
| Admin fee / account holder | $215 | $219-1.6% | $7,231-97.0% | $348-38.1% |