Filed April 22, 2006
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 | $218 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,009 | $65,435+178.2% | $86,677+110.0% | $66,914+172.0% |
| Participation rate | 94.4% | 75.5%+19.0pp | 76.6%+17.9pp | 69.8%+24.6pp |
| Annual return | -14.12% | -10.89%-3.2pp | 35.91%-50.0pp | 1.58%-15.7pp |
| Employer contribution / active EE | $8,278 | $2,153+284.4% | $2,836+191.8% | $2,544+225.3% |
| Participant deferral / active EE | $5,901 | $4,100+43.9% | $4,656+26.7% | $4,237+39.3% |
| Admin fee / account holder | $4 | $642-99.3% | $7,493-99.9% | $593-99.3% |