Filed October 28, 2004 (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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,801 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,459 | $102,553+28.2% | $151,611-13.3% | $66,914+96.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -15.06% | -10.82%-4.2pp | 3.33%-18.4pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,870 | $4,180-31.3% | $6,166-53.5% | $2,544+12.8% |
| Participant deferral / active EE | $8,146 | $6,641+22.7% | $8,363-2.6% | $4,237+92.3% |
| Admin fee / account holder | $76 | $630-87.9% | $11,616-99.3% | $593-87.2% |