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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,048 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,820 | $122,239+38.9% | $184,203-7.8% | $74,495+128.0% |
| Participation rate | 96.6% | 85.5%+11.1pp | 86.8%+9.8pp | 67.2%+29.4pp |
| Annual return | 13.37% | 19.95%-6.6pp | 28.81%-15.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $10,682 | $4,537+135.4% | $6,427+66.2% | $2,623+307.3% |
| Participant deferral / active EE | $5,036 | $7,139-29.4% | $9,131-44.8% | $4,346+15.9% |
| Admin fee / account holder | $64 | $1,260-94.9% | $13,901-99.5% | $1,942-96.7% |