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 | $1,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,299 | $52,208+34.7% | $86,612-18.8% | $74,419-5.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 20.52% | 44.46%-23.9pp | 591.07%-570.5pp | 34.38%-13.9pp |
| Employer contribution / active EE | $9,212 | $2,282+303.7% | $3,022+204.8% | $2,637+249.3% |
| Participant deferral / active EE | $5,889 | $3,383+74.1% | $4,438+32.7% | $4,528+30.1% |
| Admin fee / account holder | $2 | $319-99.5% | $5,614-100.0% | $348-99.5% |