Filed December 24, 1992
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 | $21,424 |
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 | $108,193 | $86,897+24.5% | $151,611-28.6% | $64,808+66.9% |
| Participation rate | 97.0% | 87.3%+9.7pp | 87.5%+9.5pp | 71.5%+25.5pp |
| Annual return | -17.06% | -3.57%-13.5pp | 3.33%-20.4pp | 32.82%-49.9pp |
| Employer contribution / active EE | $2,228 | $4,010-44.5% | $6,166-63.9% | $2,506-11.1% |
| Participant deferral / active EE | $6,451 | $6,690-3.6% | $8,363-22.9% | $4,310+49.7% |
| Admin fee / account holder | $4 | $153-97.3% | $11,616-100.0% | $188-97.8% |