Filed January 15, 2007 (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 | $138,802 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Other inve... | $505 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,976 | $76,173+77.2% | $81,382+65.9% | $199,593-32.4% |
| Participation rate | 98.1% | 76.3%+21.8pp | 69.5%+28.6pp | 72.0%+26.1pp |
| Annual return | 12.84% | 15.59%-2.8pp | 24.73%-11.9pp | 34.25%-21.4pp |
| Employer contribution / active EE | $3,410 | $2,792+22.1% | $2,463+38.5% | $3,034+12.4% |
| Participant deferral / active EE | $8,300 | $4,201+97.6% | $3,883+113.8% | $5,087+63.2% |
| Admin fee / account holder | $96 | $146-34.2% | $5,768-98.3% | $269-64.3% |