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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,698 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,029 | $65,241+79.4% | $126,539-7.5% | $85,563+36.8% |
| Participation rate | 93.8% | 48.6%+45.1pp | 69.8%+24.0pp | 66.0%+27.8pp |
| Annual return | 16.66% | 42.19%-25.5pp | 425.95%-409.3pp | 31.51%-14.9pp |
| Employer contribution / active EE | $6,863 | $1,937+254.3% | $3,674+86.8% | $2,654+158.6% |
| Participant deferral / active EE | $6,431 | $3,032+112.1% | $4,083+57.5% | $4,375+47.0% |
| Admin fee / account holder | $11 | $1,031-98.9% | $6,065-99.8% | $834-98.7% |