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 CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,052 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,184 | $100,227-17.0% | $169,993-51.1% | $74,419+11.8% |
| Participation rate | 99.3% | 87.3%+11.9pp | 87.0%+12.3pp | 70.7%+28.5pp |
| Annual return | 17.81% | 66.08%-48.3pp | 53.37%-35.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $4,923 | $4,263+15.5% | $6,785-27.4% | $2,637+86.7% |
| Participant deferral / active EE | $4,865 | $7,143-31.9% | $10,408-53.3% | $4,528+7.4% |
| Admin fee / account holder | $57 | $234-75.6% | $12,815-99.6% | $348-83.6% |