Filed October 18, 2004 (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 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 | $39,929 |
Service code 27 1000 WESTLAKES DR STE 200 · BERWYN, PA 19312 | Advisory (Plan) | $33,794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,592 | $52,122-45.1% | $104,294-72.6% | $64,808-55.9% |
| Participation rate | 62.5% | 56.0%+6.5pp | 73.3%-10.8pp | 71.5%-9.0pp |
| Annual return | 8.30% | 13.26%-5.0pp | 24.61%-16.3pp | 32.82%-24.5pp |
| Employer contribution / active EE | $1,129 | $1,627-30.6% | $3,372-66.5% | $2,506-54.9% |
| Participant deferral / active EE | $2,608 | $2,823-7.6% | $4,625-43.6% | $4,310-39.5% |
| Admin fee / account holder | $167 | $155+7.9% | $7,339-97.7% | $188-11.2% |