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 | $6,138 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,833 | $58,778+69.8% | $129,207-22.7% | $77,643+28.6% |
| Participation rate | 94.1% | 59.2%+34.8pp | 69.6%+24.5pp | 70.6%+23.5pp |
| Annual return | 15.43% | 24.73%-9.3pp | 9417.33%-9401.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $4,029 | $1,952+106.4% | $4,153-3.0% | $2,726+47.8% |
| Participant deferral / active EE | $5,959 | $3,212+85.5% | $4,168+43.0% | $4,647+28.2% |
| Admin fee / account holder | $10 | $589-98.4% | $7,715-99.9% | $430-97.8% |