Filed October 28, 2002
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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $193 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,342 | $47,722+26.4% | $82,719-27.1% | $64,808-6.9% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -14.08% | -13.05%-1.0pp | 701.18%-715.3pp | 32.82%-46.9pp |
| Employer contribution / active EE | $8,704 | $2,179+299.4% | $3,009+189.3% | $2,506+247.4% |
| Participant deferral / active EE | $5,563 | $3,329+67.1% | $4,395+26.6% | $4,310+29.1% |
| Admin fee / account holder | $4 | $143-97.5% | $5,329-99.9% | $188-98.1% |