Filed January 6, 2006
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 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $13,927 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,737 | $110,299-3.2% | $102,423+4.2% | $199,593-46.5% |
| Participation rate | 98.3% | 86.3%+12.0pp | 76.5%+21.8pp | 72.0%+26.3pp |
| Annual return | 11.66% | 35.73%-24.1pp | 29.32%-17.7pp | 34.25%-22.6pp |
| Employer contribution / active EE | $6,490 | $3,603+80.1% | $3,023+114.7% | $3,034+113.9% |
| Participant deferral / active EE | $4,637 | $6,376-27.3% | $5,053-8.2% | $5,087-8.8% |
| Admin fee / account holder | $6 | $122-94.8% | $9,451-99.9% | $269-97.6% |