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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,287 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,237 | $129,021-32.4% | $184,203-52.6% | $77,643+12.4% |
| Participation rate | 92.1% | 87.3%+4.8pp | 86.8%+5.3pp | 70.6%+21.6pp |
| Annual return | 18.41% | 33.27%-14.9pp | 28.81%-10.4pp | 31.24%-12.8pp |
| Employer contribution / active EE | $3,354 | $4,413-24.0% | $6,427-47.8% | $2,726+23.0% |
| Participant deferral / active EE | $8,167 | $7,297+11.9% | $9,131-10.6% | $4,647+75.7% |
| Admin fee / account holder | $131 | $254-48.3% | $13,901-99.1% | $430-69.5% |