Filed January 26, 2003
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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,222 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,218 | $92,055+11.0% | $106,213-3.8% | $77,643+31.7% |
| Participation rate | 75.2% | 81.0%-5.9pp | 75.3%-0.1pp | 70.6%+4.6pp |
| Annual return | 13.45% | 17.91%-4.5pp | 116.14%-102.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,169 | $3,367-35.6% | $3,171-31.6% | $2,726-20.4% |
| Participant deferral / active EE | $4,174 | $5,386-22.5% | $5,016-16.8% | $4,647-10.2% |
| Admin fee / account holder | $107 | $219-51.4% | $11,033-99.0% | $430-75.2% |