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 | $103,583 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,733 | $100,227-6.5% | $169,993-44.9% | $74,419+26.0% |
| Participation rate | 98.9% | 87.3%+11.5pp | 87.0%+11.9pp | 70.7%+28.1pp |
| Annual return | 25.86% | 66.08%-40.2pp | 53.37%-27.5pp | 34.38%-8.5pp |
| Employer contribution / active EE | $8,600 | $4,263+101.7% | $6,785+26.7% | $2,637+226.1% |
| Participant deferral / active EE | $6,616 | $7,143-7.4% | $10,408-36.4% | $4,528+46.1% |
| Admin fee / account holder | $103 | $234-55.9% | $12,815-99.2% | $348-70.3% |