Filed April 20, 2009 (most recent of 2 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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,135 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,348 | $2,679,533-94.8% | $164,866-14.9% | $199,768-29.7% |
| Participation rate | 90.4% | 78.3%+12.1pp | 78.6%+11.8pp | 72.0%+18.4pp |
| Annual return | 13.73% | 17.93%-4.2pp | 69.97%-56.2pp | 34.26%-20.5pp |
| Employer contribution / active EE | $4,928 | $2,970+65.9% | $4,343+13.5% | $3,037+62.3% |
| Participant deferral / active EE | $7,824 | $5,010+56.2% | $6,033+29.7% | $5,090+53.7% |
| Admin fee / account holder | $14 | $1,982-99.3% | $12,689-99.9% | $269-94.7% |