Filed November 12, 2008
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 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,293 |
Service code 27 · EIN 62-1254528 530 OAK COURT DR STE 200 · MEMPHIS, TN 38117 | Advisory (Plan) | $5,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,271 | $61,774-28.3% | $97,226-54.5% | $80,856-45.2% |
| Participation rate | 66.3% | 63.5%+2.8pp | 72.7%-6.4pp | 67.6%-1.3pp |
| Annual return | 11.02% | -557.90%+568.9pp | 75.13%-64.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $507 | $1,837-72.4% | $2,729-81.4% | $2,755-81.6% |
| Participant deferral / active EE | $3,201 | $3,029+5.7% | $4,264-24.9% | $4,296-25.5% |
| Admin fee / account holder | $236 | $5,166-95.4% | $5,654-95.8% | $6,918-96.6% |