Filed November 14, 2000
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 | $10,420 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,845 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,118 | $84,556+59.8% | $116,228+16.3% | $74,304+81.8% |
| Participation rate | 72.0% | 66.0%+5.9pp | 74.6%-2.6pp | 60.3%+11.6pp |
| Annual return | 18.45% | 18.35%+0.1pp | 90.06%-71.6pp | 29.43%-11.0pp |
| Employer contribution / active EE | $2,359 | $2,168+8.8% | $2,994-21.2% | $2,241+5.3% |
| Participant deferral / active EE | $5,827 | $3,814+52.8% | $4,953+17.6% | $3,767+54.7% |
| Admin fee / account holder | $97 | $3,792-97.4% | $11,989-99.2% | $2,969-96.7% |