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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,311 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,293 | $132,049+29.7% | $200,582-14.6% | $74,304+130.5% |
| Participation rate | 97.5% | 84.1%+13.5pp | 86.9%+10.7pp | 60.3%+37.2pp |
| Annual return | 14.09% | 22.22%-8.1pp | 42.33%-28.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $3,166 | $4,558-30.5% | $6,419-50.7% | $2,241+41.3% |
| Participant deferral / active EE | $8,228 | $7,213+14.1% | $9,331-11.8% | $3,767+118.4% |
| Admin fee / account holder | $80 | $2,405-96.7% | $16,305-99.5% | $2,969-97.3% |