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 | $19,626 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,117 | $131,799+20.7% | $200,582-20.7% | $85,563+86.0% |
| Participation rate | 94.9% | 87.9%+7.0pp | 86.9%+8.1pp | 66.0%+29.0pp |
| Annual return | 15.60% | 21.59%-6.0pp | 42.33%-26.7pp | 31.51%-15.9pp |
| Employer contribution / active EE | $2,559 | $4,532-43.5% | $6,419-60.1% | $2,654-3.6% |
| Participant deferral / active EE | $7,408 | $7,702-3.8% | $9,331-20.6% | $4,375+69.3% |
| Admin fee / account holder | $10 | $235-95.5% | $16,305-99.9% | $834-98.7% |