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 | $72,113 |
Service code 27 2500 MONROE BLVD, SUITE 100 · AUDUBON, PA 19403 | Advisory (Plan) | $59,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,051 | $216,711-80.1% | $136,749-68.5% | $85,563-49.7% |
| Participation rate | 75.8% | 51.7%+24.0pp | 72.1%+3.6pp | 66.0%+9.8pp |
| Annual return | 16.23% | 15.26%+1.0pp | 24.33%-8.1pp | 31.51%-15.3pp |
| Employer contribution / active EE | $1,461 | $1,660-12.0% | $3,400-57.0% | $2,654-44.9% |
| Participant deferral / active EE | $3,008 | $2,635+14.2% | $4,692-35.9% | $4,375-31.2% |
| Admin fee / account holder | $253 | $1,223-79.3% | $11,386-97.8% | $834-69.7% |