Filed March 18, 2003
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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,041 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,750 | $45,000-5.0% | $143,757-70.3% | $77,904-45.1% |
| Participation rate | 92.1% | 66.8%+25.3pp | 80.3%+11.8pp | 73.7%+18.4pp |
| Annual return | -14.97% | 29.03%-44.0pp | -0.04%-14.9pp | 12.21%-27.2pp |
| Employer contribution / active EE | $3,618 | $1,870+93.5% | $4,951-26.9% | $2,848+27.1% |
| Participant deferral / active EE | $5,969 | $3,157+89.1% | $5,637+5.9% | $4,806+24.2% |
| Admin fee / account holder | $9 | $98-90.7% | $14,673-99.9% | $133-93.1% |