Filed November 21, 2008
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 INS CO OF AMERICA Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $25,775 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,149 | $56,503+2.9% | $70,092-17.0% | $64,808-10.3% |
| Participation rate | 95.1% | 70.5%+24.7pp | 70.5%+24.7pp | 71.5%+23.7pp |
| Annual return | -12.38% | -13.44%+1.1pp | 190.73%-203.1pp | 32.82%-45.2pp |
| Employer contribution / active EE | $1,047 | $2,046-48.9% | $2,559-59.1% | $2,506-58.2% |
| Participant deferral / active EE | $5,223 | $3,389+54.1% | $3,849+35.7% | $4,310+21.2% |
| Admin fee / account holder | $66 | $160-59.0% | $6,267-99.0% | $188-65.0% |