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 | $292,794 |
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 | $38,328 | $53,136-27.9% | $155,509-75.4% | $199,593-80.8% |
| Participation rate | 91.2% | 64.1%+27.2pp | 78.2%+13.0pp | 72.0%+19.3pp |
| Annual return | 14.40% | 41.15%-26.8pp | 64.67%-50.3pp | 34.25%-19.9pp |
| Employer contribution / active EE | $908 | $1,851-50.9% | $4,672-80.6% | $3,034-70.1% |
| Participant deferral / active EE | $4,604 | $3,161+45.7% | $5,626-18.2% | $5,087-9.5% |
| Admin fee / account holder | $97 | $185-47.9% | $15,912-99.4% | $269-64.1% |