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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $184,542 | $79,171+133.1% | $102,423+80.2% | $74,495+147.7% |
| Participation rate | 98.4% | 74.8%+23.7pp | 76.5%+22.0pp | 67.2%+31.2pp |
| Annual return | 8.53% | 54.93%-46.4pp | 29.32%-20.8pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $6,517 | $2,362+175.9% | $3,023+115.6% | $2,623+148.5% |
| Participant deferral / active EE | $4,882 | $4,415+10.6% | $5,053-3.4% | $4,346+12.3% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |