Filed June 14, 2006 (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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $23,089 |
Service code 10 · EIN 54-2190047 | Accounting | $7,538 |
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 | $36,843 | $76,050-51.6% | $96,544-61.8% | $71,457-48.4% |
| Participation rate | 83.6% | 74.4%+9.2pp | 76.0%+7.7pp | 67.9%+15.7pp |
| Annual return | 13.85% | 22.81%-9.0pp | 25.84%-12.0pp | 28.85%-15.0pp |
| Employer contribution / active EE | $1,668 | $2,244-25.7% | $2,965-43.8% | $2,588-35.6% |
| Participant deferral / active EE | $2,427 | $4,215-42.4% | $4,851-50.0% | $4,289-43.4% |
| Admin fee / account holder | $145 | $2,707-94.6% | $8,252-98.2% | $1,587-90.9% |