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 | $260,860 |
Participant contribution per participant 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 | $75,804 | $160,882-52.9% | $200,582-62.2% | $102,872-26.3% |
| Participation rate | 95.9% | 91.2%+4.7pp | 86.9%+9.0pp | 73.0%+22.9pp |
| Annual return | 16.15% | 18.15%-2.0pp | 42.33%-26.2pp | 19.06%-2.9pp |
| Employer contribution / active EE | $4,245 | $5,602-24.2% | $6,419-33.9% | $3,526+20.4% |
| Participant deferral / active EE | $5,594 | $9,300-39.9% | $9,331-40.1% | $5,535+1.1% |
| Admin fee / account holder | $130 | $125+4.0% | $16,305-99.2% | $292-55.6% |