Filed June 15, 2011 (most recent of 4 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 | $139,431 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $86,032 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,619 | $51,197+94.6% | $82,719+20.4% | $66,914+48.9% |
| Participation rate | 97.6% | 67.8%+29.8pp | 72.6%+25.1pp | 69.8%+27.8pp |
| Annual return | -15.56% | -9.64%-5.9pp | 701.18%-716.7pp | 1.58%-17.1pp |
| Employer contribution / active EE | $9,992 | $2,611+282.7% | $3,009+232.1% | $2,544+292.7% |
| Participant deferral / active EE | $8,948 | $3,458+158.8% | $4,395+103.6% | $4,237+111.2% |
| Admin fee / account holder | $601 | $416+44.7% | $5,329-88.7% | $593+1.4% |