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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $88,545 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $123,348 | $84,993+45.1% | $129,995-5.1% | $80,160+53.9% |
| Participation rate | 93.6% | 79.5%+14.0pp | 78.5%+15.1pp | 72.9%+20.6pp |
| Annual return | 17.44% | 23.76%-6.3pp | -137.18%+154.6pp | 40.38%-22.9pp |
| Employer contribution / active EE | $5,086 | $3,051+66.7% | $4,320+17.7% | $2,978+70.8% |
| Participant deferral / active EE | $8,024 | $4,984+61.0% | $5,820+37.9% | $5,017+59.9% |
| Admin fee / account holder | $18 | $391-95.4% | $10,614-99.8% | $145-87.6% |