Filed December 1, 2014 (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 | $23,941 |
Service code 53 119 N BROADWAY STREET · GREENFIELD, IN 46140 | Insurance Commissions | $22,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,268 | $61,272-1.6% | $149,673-59.7% | $71,457-15.7% |
| Participation rate | 65.8% | 62.5%+3.3pp | 78.8%-12.9pp | 67.9%-2.1pp |
| Annual return | 16.58% | 35.85%-19.3pp | 134.42%-117.8pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,105 | $2,378-53.5% | $4,818-77.1% | $2,588-57.3% |
| Participant deferral / active EE | $3,242 | $2,917+11.1% | $5,680-42.9% | $4,289-24.4% |
| Admin fee / account holder | $160 | $1,261-87.3% | $13,210-98.8% | $1,587-89.9% |