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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,974 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,648 | $66,457-17.8% | $81,382-32.8% | $77,643-29.6% |
| Participation rate | 95.3% | 68.7%+26.6pp | 69.5%+25.9pp | 70.6%+24.8pp |
| Annual return | 11.70% | 15.93%-4.2pp | 24.73%-13.0pp | 31.24%-19.5pp |
| Employer contribution / active EE | $978 | $2,159-54.7% | $2,463-60.3% | $2,726-64.1% |
| Participant deferral / active EE | $4,752 | $3,679+29.2% | $3,883+22.4% | $4,647+2.3% |
| Admin fee / account holder | $62 | $583-89.3% | $5,768-98.9% | $430-85.6% |