Filed January 3, 2012
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 ISURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $62,135 | $46,292+34.2% | $143,757-56.8% | $64,808-4.1% |
| Participation rate | 76.6% | 64.2%+12.4pp | 80.3%-3.7pp | 71.5%+5.2pp |
| Annual return | -15.33% | -10.05%-5.3pp | -0.04%-15.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $2,435 | $1,910+27.5% | $4,951-50.8% | $2,506-2.8% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |