Filed October 29, 2014 (most recent of 3 filings on file)
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 | $108,742 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,853 | $86,897-5.8% | $151,611-46.0% | $64,808+26.3% |
| Participation rate | 98.3% | 87.3%+11.0pp | 87.5%+10.8pp | 71.5%+26.8pp |
| Annual return | -17.04% | -3.57%-13.5pp | 3.33%-20.4pp | 32.82%-49.9pp |
| Employer contribution / active EE | $7,194 | $4,010+79.4% | $6,166+16.7% | $2,506+187.1% |
| Participant deferral / active EE | $6,313 | $6,690-5.6% | $8,363-24.5% | $4,310+46.5% |
| Admin fee / account holder | $96 | $153-37.5% | $11,616-99.2% | $188-49.1% |