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 | $80,705+67.4% | $115,768+16.7% | $67,986+98.7% |
| Participation rate | 72.0% | 63.0%+9.0pp | 74.4%-2.4pp | 57.2%+14.7pp |
| Annual return | 18.45% | 18.49%0pp | 100.46%-82.0pp | 31.67%-13.2pp |
| Employer contribution / active EE | $2,359 | $2,046+15.3% | $2,940-19.7% | $2,019+16.9% |
| Participant deferral / active EE | $5,827 | $3,559+63.7% | $4,917+18.5% | $3,358+73.5% |
| Admin fee / account holder | $97 | $4,135-97.7% | $12,439-99.2% | $3,203-97.0% |