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 | $8,459 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,227 | $122,239+22.9% | $184,203-18.4% | $74,495+101.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 15.71% | 19.95%-4.2pp | 28.81%-13.1pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $2,967 | $4,537-34.6% | $6,427-53.8% | $2,623+13.1% |
| Participant deferral / active EE | $8,170 | $7,139+14.4% | $9,131-10.5% | $4,346+88.0% |
| Admin fee / account holder | $58 | $1,260-95.4% | $13,901-99.6% | $1,942-97.0% |