Filed February 21, 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 O Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $52,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $64,723 | $45,000+43.8% | $143,757-55.0% | $77,904-16.9% |
| Participation rate | 11.4% | 66.8%-55.5pp | 80.3%-68.9pp | 73.7%-62.3pp |
| Annual return | -13.80% | 29.03%-42.8pp | -0.04%-13.8pp | 12.21%-26.0pp |
| Employer contribution / active EE | $315 | $1,870-83.2% | $4,951-93.6% | $2,848-88.9% |
| Participant deferral / active EE | $387 | $3,157-87.7% | $5,637-93.1% | $4,806-92.0% |
| Admin fee / account holder | $203 | $98+105.8% | $14,673-98.6% | $133+52.9% |