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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $261,431 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,796 | $50,127-22.6% | $149,673-74.1% | $80,160-51.6% |
| Participation rate | 91.2% | 64.3%+26.9pp | 78.8%+12.4pp | 72.9%+18.2pp |
| Annual return | 18.57% | 29.82%-11.3pp | 134.42%-115.9pp | 40.38%-21.8pp |
| Employer contribution / active EE | $723 | $1,865-61.2% | $4,818-85.0% | $2,978-75.7% |
| Participant deferral / active EE | $4,149 | $3,194+29.9% | $5,680-27.0% | $5,017-17.3% |
| Admin fee / account holder | $103 | $153-32.5% | $13,210-99.2% | $145-28.9% |