Filed September 3, 2013 (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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $189,271 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,514 | $112,686-53.4% | $169,993-69.1% | $80,160-34.5% |
| Participation rate | 92.1% | 87.4%+4.7pp | 87.0%+5.1pp | 72.9%+19.2pp |
| Annual return | 22.41% | 67.04%-44.6pp | 53.37%-31.0pp | 40.38%-18.0pp |
| Employer contribution / active EE | $3,608 | $4,481-19.5% | $6,785-46.8% | $2,978+21.2% |
| Participant deferral / active EE | $5,000 | $7,876-36.5% | $10,408-52.0% | $5,017-0.3% |
| Admin fee / account holder | $93 | $99-6.6% | $12,815-99.3% | $145-36.2% |