Filed April 12, 2000 (most recent of 4 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,495 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,570 | $53,345+73.5% | $121,098-23.6% | $74,419+24.4% |
| Participation rate | 88.2% | 60.0%+28.2pp | 69.5%+18.7pp | 70.7%+17.5pp |
| Annual return | 19.92% | 35.15%-15.2pp | 985.75%-965.8pp | 34.38%-14.5pp |
| Employer contribution / active EE | $3,444 | $1,898+81.4% | $4,164-17.3% | $2,637+30.6% |
| Participant deferral / active EE | $5,612 | $3,221+74.3% | $4,080+37.6% | $4,528+23.9% |
| Admin fee / account holder | $10 | $382-97.5% | $5,644-99.8% | $348-97.3% |