Filed March 27, 2014 (most recent of 4 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 | $201,496 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,310 | $95,918+3.5% | $151,611-34.5% | $77,904+27.5% |
| Participation rate | 97.6% | 88.7%+8.9pp | 87.5%+10.1pp | 73.7%+23.9pp |
| Annual return | -16.24% | -5.50%-10.7pp | 3.33%-19.6pp | 12.21%-28.4pp |
| Employer contribution / active EE | $2,196 | $4,330-49.3% | $6,166-64.4% | $2,848-22.9% |
| Participant deferral / active EE | $8,080 | $7,508+7.6% | $8,363-3.4% | $4,806+68.1% |
| Admin fee / account holder | $71 | $93-23.5% | $11,616-99.4% | $133-46.2% |