Filed March 23, 2016 (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 COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,760 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,829 | $130,194+51.9% | $169,993+16.4% | $71,457+176.8% |
| Participation rate | 95.9% | 86.1%+9.7pp | 87.0%+8.9pp | 67.9%+28.0pp |
| Annual return | 15.96% | 20.37%-4.4pp | 53.37%-37.4pp | 28.85%-12.9pp |
| Employer contribution / active EE | $7,754 | $4,381+77.0% | $6,785+14.3% | $2,588+199.6% |
| Participant deferral / active EE | $4,851 | $6,923-29.9% | $10,408-53.4% | $4,289+13.1% |
| Admin fee / account holder | $7 | $966-99.2% | $12,815-99.9% | $1,587-99.5% |