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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,327 |
Service code 27 2500 MONROE BLVD, SUITE 100 · AUDUBON, PA 19403 | Advisory (Plan) | $48,332 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,828 | $72,994-45.4% | $120,354-66.9% | $77,643-48.7% |
| Participation rate | 71.8% | 55.2%+16.6pp | 71.9%-0.1pp | 70.6%+1.3pp |
| Annual return | 20.06% | 18.23%+1.8pp | 107.15%-87.1pp | 31.24%-11.2pp |
| Employer contribution / active EE | $1,167 | $1,793-34.9% | $3,463-66.3% | $2,726-57.2% |
| Participant deferral / active EE | $2,940 | $3,011-2.4% | $4,991-41.1% | $4,647-36.7% |
| Admin fee / account holder | $232 | $658-64.8% | $9,423-97.5% | $430-46.2% |