Filed February 21, 2006 (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 9-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $81,086 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,442 | $79,171+174.6% | $102,423+112.3% | $74,495+191.9% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.9pp | 67.2%+32.1pp |
| Annual return | 14.17% | 54.93%-40.8pp | 29.32%-15.1pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $3,721 | $2,362+57.5% | $3,023+23.1% | $2,623+41.9% |
| Participant deferral / active EE | $8,733 | $4,415+97.8% | $5,053+72.8% | $4,346+100.9% |
| Admin fee / account holder | $357 | $2,001-82.1% | $9,451-96.2% | $1,942-81.6% |