Filed June 22, 2010 (most recent of 3 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 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $14,849 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,221 | $102,553+60.1% | $151,611+8.3% | $66,914+145.4% |
| Participation rate | 99.4% | 85.5%+13.9pp | 87.5%+11.9pp | 69.8%+29.6pp |
| Annual return | -14.41% | -10.82%-3.6pp | 3.33%-17.7pp | 1.58%-16.0pp |
| Employer contribution / active EE | $10,688 | $4,180+155.7% | $6,166+73.3% | $2,544+320.1% |
| Participant deferral / active EE | $4,641 | $6,641-30.1% | $8,363-44.5% | $4,237+9.5% |
| Admin fee / account holder | $85 | $630-86.5% | $11,616-99.3% | $593-85.7% |