Filed August 4, 2004
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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $227,161 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $45,660 | $84,149-45.7% | $129,995-64.9% | $103,482-55.9% |
| Participation rate | 81.2% | 81.0%+0.2pp | 78.5%+2.7pp | 73.3%+7.9pp |
| Annual return | 21.01% | 25.45%-4.4pp | -137.18%+158.2pp | 33.11%-12.1pp |
| Employer contribution / active EE | $1,143 | $2,687-57.4% | $4,320-73.5% | $3,208-64.4% |
| Participant deferral / active EE | $3,618 | $5,201-30.4% | $5,820-37.8% | $5,207-30.5% |
| Admin fee / account holder | $41 | $75-44.8% | $10,614-99.6% | $114-63.7% |