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 | $93 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,958 | $76,050+143.2% | $96,544+91.6% | $71,457+158.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 6.63% | 22.81%-16.2pp | 25.84%-19.2pp | 28.85%-22.2pp |
| Employer contribution / active EE | $8,079 | $2,244+260.0% | $2,965+172.5% | $2,588+212.2% |
| Participant deferral / active EE | $5,600 | $4,215+32.9% | $4,851+15.5% | $4,289+30.6% |
| Admin fee / account holder | $1 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |