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 | $52,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,358 | $100,227-33.8% | $169,993-61.0% | $74,419-10.8% |
| Participation rate | 96.1% | 87.3%+8.8pp | 87.0%+9.1pp | 70.7%+25.3pp |
| Annual return | 18.92% | 66.08%-47.2pp | 53.37%-34.4pp | 34.38%-15.5pp |
| Employer contribution / active EE | $3,591 | $4,263-15.8% | $6,785-47.1% | $2,637+36.1% |
| Participant deferral / active EE | $8,816 | $7,143+23.4% | $10,408-15.3% | $4,528+94.7% |
| Admin fee / account holder | $118 | $234-49.6% | $12,815-99.1% | $348-66.0% |