Filed November 22, 2002
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 | $23,440 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,882 | $69,763+87.6% | $67,502+93.9% | $74,495+75.7% |
| Participation rate | 90.1% | 71.4%+18.7pp | 72.9%+17.2pp | 67.2%+22.9pp |
| Annual return | 13.84% | -40.34%+54.2pp | 3512.12%-3498.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $4,098 | $2,704+51.6% | $2,731+50.1% | $2,623+56.3% |
| Participant deferral / active EE | $7,709 | $3,636+112.0% | $4,000+92.7% | $4,346+77.4% |
| Admin fee / account holder | $81 | $896-90.9% | $3,998-98.0% | $1,942-95.8% |