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 | $11,572 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,547 | $100,227+29.3% | $169,993-23.8% | $74,419+74.1% |
| Participation rate | 94.5% | 87.3%+7.2pp | 87.0%+7.5pp | 70.7%+23.8pp |
| Annual return | 18.14% | 66.08%-47.9pp | 53.37%-35.2pp | 34.38%-16.2pp |
| Employer contribution / active EE | $2,276 | $4,263-46.6% | $6,785-66.5% | $2,637-13.7% |
| Participant deferral / active EE | $6,588 | $7,143-7.8% | $10,408-36.7% | $4,528+45.5% |
| Admin fee / account holder | $37 | $234-84.1% | $12,815-99.7% | $348-89.3% |