Filed November 30, 1999 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $82,904 |
CURCIO WEBB1+ years Service code 16 · EIN 36-4171366 | Consulting | $11,423 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,183 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,320 | $88,890+126.5% | $102,423+96.6% | $77,643+159.3% |
| Participation rate | 84.4% | 80.9%+3.4pp | 76.5%+7.9pp | 70.6%+13.8pp |
| Annual return | 14.20% | 24.98%-10.8pp | 29.32%-15.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $10,334 | $2,698+283.1% | $3,023+241.8% | $2,726+279.1% |
| Participant deferral / active EE | $7,729 | $5,145+50.2% | $5,053+53.0% | $4,647+66.3% |
| Admin fee / account holder | $76 | $235-67.6% | $9,451-99.2% | $430-82.3% |