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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $235,951 |
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 | $62,075 | $122,693-49.4% | $184,203-66.3% | $199,593-68.9% |
| Participation rate | 99.6% | 86.8%+12.8pp | 86.8%+12.8pp | 72.0%+27.6pp |
| Annual return | 20.67% | 143.91%-123.2pp | 28.81%-8.1pp | 34.25%-13.6pp |
| Employer contribution / active EE | $4,297 | $4,584-6.3% | $6,427-33.1% | $3,034+41.6% |
| Participant deferral / active EE | $5,678 | $7,990-28.9% | $9,131-37.8% | $5,087+11.6% |
| Admin fee / account holder | $113 | $121-6.7% | $13,901-99.2% | $269-58.1% |