Filed January 18, 1
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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $85,222 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $83,249 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,033 | $92,055-26.1% | $106,213-35.9% | $77,643-12.4% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 22.80% | 17.91%+4.9pp | 116.14%-93.3pp | 31.24%-8.4pp |
| Employer contribution / active EE | $3,553 | $3,367+5.5% | $3,171+12.0% | $2,726+30.3% |
| Participant deferral / active EE | $6,440 | $5,386+19.6% | $5,016+28.4% | $4,647+38.6% |
| Admin fee / account holder | $139 | $219-36.7% | $11,033-98.7% | $430-67.8% |