Filed November 18, 2008 (most recent of 4 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 O Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,627 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $55,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $278,668 | $65,908+322.8% | $81,812+240.6% | $77,643+258.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 14.36% | 26.64%-12.3pp | 773.79%-759.4pp | 31.24%-16.9pp |
| Employer contribution / active EE | $12,799 | $2,370+440.0% | $2,912+339.5% | $2,726+369.5% |
| Participant deferral / active EE | $13,726 | $3,505+291.6% | $4,319+217.8% | $4,647+195.4% |
| Admin fee / account holder | $317 | $526-39.7% | $7,386-95.7% | $430-26.3% |