Filed July 9, 2015 (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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $222,486 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,231 | $50,127+30.1% | $149,673-56.4% | $80,160-18.6% |
| Participation rate | 98.6% | 64.3%+34.3pp | 78.8%+19.8pp | 72.9%+25.6pp |
| Annual return | 15.23% | 29.82%-14.6pp | 134.42%-119.2pp | 40.38%-25.2pp |
| Employer contribution / active EE | $2,037 | $1,865+9.2% | $4,818-57.7% | $2,978-31.6% |
| Participant deferral / active EE | $5,244 | $3,194+64.2% | $5,680-7.7% | $5,017+4.5% |
| Admin fee / account holder | $35 | $153-77.0% | $13,210-99.7% | $145-75.8% |