Filed December 14, 2015 (most recent of 2 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 15 · EIN 43-0160998 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $20,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,117 | $86,897-11.3% | $151,611-49.1% | $64,808+19.0% |
| Participation rate | 99.5% | 87.3%+12.3pp | 87.5%+12.0pp | 71.5%+28.1pp |
| Annual return | -13.35% | -3.57%-9.8pp | 3.33%-16.7pp | 32.82%-46.2pp |
| Employer contribution / active EE | $4,373 | $4,010+9.0% | $6,166-29.1% | $2,506+74.5% |
| Participant deferral / active EE | $4,067 | $6,690-39.2% | $8,363-51.4% | $4,310-5.6% |
| Admin fee / account holder | $87 | $153-43.0% | $11,616-99.2% | $188-53.6% |