Filed February 10, 1994
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 CO Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,774 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,105 | $129,095+119.3% | $184,200+53.7% | $77,671+264.5% |
| Participation rate | 98.4% | 87.3%+11.0pp | 86.8%+11.5pp | 70.6%+27.8pp |
| Annual return | 14.09% | 33.29%-19.2pp | 28.80%-14.7pp | 31.21%-17.1pp |
| Employer contribution / active EE | $14,393 | $4,410+226.4% | $6,424+124.1% | $2,726+427.9% |
| Participant deferral / active EE | $15,108 | $7,300+107.0% | $9,132+65.4% | $4,648+225.1% |
| Admin fee / account holder | $164 | $256-35.9% | $13,907-98.8% | $430-61.9% |