Filed October 28, 1998
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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $224,929 |
GREENSPRING ADVISORS, LLC4 years Filed as: GREENSPRING ADVISORS, LLC MANAGEMEN Service code 27 · EIN 82-5320133 | Advisory (Plan) | $35,000 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $30,560 |
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 | $54,518 | $104,631-47.9% | $98,439-44.6% | $80,160-32.0% |
| Participation rate | 90.9% | 87.5%+3.4pp | 75.2%+15.7pp | 72.9%+18.0pp |
| Annual return | 15.90% | 34.72%-18.8pp | 21.16%-5.3pp | 40.38%-24.5pp |
| Employer contribution / active EE | $4,125 | $4,517-8.7% | $3,048+35.3% | $2,978+38.5% |
| Participant deferral / active EE | $5,505 | $6,545-15.9% | $4,738+16.2% | $5,017+9.7% |
| Admin fee / account holder | $155 | $105+47.6% | $8,948-98.3% | $145+6.8% |