Filed August 14, 2009 (most recent of 2 filings on file)
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. INC. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $245,737 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,525 | $45,000-36.6% | $143,757-80.2% | $77,904-63.4% |
| Participation rate | 91.2% | 66.8%+24.4pp | 80.3%+10.9pp | 73.7%+17.6pp |
| Annual return | -15.64% | 29.03%-44.7pp | -0.04%-15.6pp | 12.21%-27.8pp |
| Employer contribution / active EE | $722 | $1,870-61.4% | $4,951-85.4% | $2,848-74.6% |
| Participant deferral / active EE | $4,085 | $3,157+29.4% | $5,637-27.5% | $4,806-15.0% |
| Admin fee / account holder | $87 | $98-11.5% | $14,673-99.4% | $133-34.3% |