Filed April 7, 2014 (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 7-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,621 | $100,227-40.5% | $169,993-64.9% | $74,419-19.9% |
| Participation rate | 96.3% | 87.3%+8.9pp | 87.0%+9.3pp | 70.7%+25.5pp |
| Annual return | 18.76% | 66.08%-47.3pp | 53.37%-34.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $2,194 | $4,263-48.5% | $6,785-67.7% | $2,637-16.8% |
| Participant deferral / active EE | $4,941 | $7,143-30.8% | $10,408-52.5% | $4,528+9.1% |
| Admin fee / account holder | $102 | $234-56.5% | $12,815-99.2% | $348-70.7% |