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 | $8,966 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,851 | $130,194+17.4% | $169,993-10.1% | $71,457+113.9% |
| Participation rate | 73.7% | 86.1%-12.5pp | 87.0%-13.3pp | 67.9%+5.8pp |
| Annual return | 16.91% | 20.37%-3.5pp | 53.37%-36.5pp | 28.85%-11.9pp |
| Employer contribution / active EE | $2,986 | $4,381-31.8% | $6,785-56.0% | $2,588+15.4% |
| Participant deferral / active EE | $8,558 | $6,923+23.6% | $10,408-17.8% | $4,289+99.5% |
| Admin fee / account holder | $70 | $966-92.8% | $12,815-99.5% | $1,587-95.6% |