Filed November 3, 1994
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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $105,782 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,198 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,717 | $52,208+246.1% | $86,612+108.7% | $74,419+142.8% |
| Participation rate | 99.1% | 66.3%+32.8pp | 71.7%+27.4pp | 70.7%+28.4pp |
| Annual return | 16.55% | 44.46%-27.9pp | 591.07%-574.5pp | 34.38%-17.8pp |
| Employer contribution / active EE | $4,307 | $2,282+88.7% | $3,022+42.5% | $2,637+63.3% |
| Participant deferral / active EE | $11,275 | $3,383+233.3% | $4,438+154.1% | $4,528+149.0% |
| Admin fee / account holder | $234 | $319-26.7% | $5,614-95.8% | $348-32.8% |