Filed October 31, 2001
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 | $203,672 |
Annual investment return 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 | $204,554 | $160,882+27.1% | $200,582+2.0% | $102,872+98.8% |
| Participation rate | 98.9% | 91.2%+7.8pp | 86.9%+12.0pp | 73.0%+25.9pp |
| Annual return | 13.17% | 18.15%-5.0pp | 42.33%-29.2pp | 19.06%-5.9pp |
| Employer contribution / active EE | $4,402 | $5,602-21.4% | $6,419-31.4% | $3,526+24.8% |
| Participant deferral / active EE | $11,468 | $9,300+23.3% | $9,331+22.9% | $5,535+107.2% |
| Admin fee / account holder | $32 | $125-74.5% | $16,305-99.8% | $292-89.1% |