Filed September 29, 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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,218 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,553 | $86,897-25.7% | $151,611-57.4% | $64,808-0.4% |
| Participation rate | 94.8% | 87.3%+7.5pp | 87.5%+7.3pp | 71.5%+23.3pp |
| Annual return | -11.37% | -3.57%-7.8pp | 3.33%-14.7pp | 32.82%-44.2pp |
| Employer contribution / active EE | $3,284 | $4,010-18.1% | $6,166-46.7% | $2,506+31.0% |
| Participant deferral / active EE | $8,063 | $6,690+20.5% | $8,363-3.6% | $4,310+87.1% |
| Admin fee / account holder | $133 | $153-13.1% | $11,616-98.9% | $188-29.2% |