Filed March 18, 1999 (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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,997 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,198 | $76,407+73.0% | $150,298-12.0% | $82,448+60.3% |
| Participation rate | 98.8% | 66.4%+32.4pp | 77.8%+21.1pp | 68.1%+30.8pp |
| Annual return | 11.03% | 39.99%-29.0pp | 62.79%-51.8pp | 41.64%-30.6pp |
| Employer contribution / active EE | $4,352 | $2,614+66.5% | $4,154+4.8% | $2,551+70.6% |
| Participant deferral / active EE | $1,852 | $3,214-42.4% | $5,453-66.0% | $4,139-55.2% |
| Admin fee / account holder | $49 | $6,352-99.2% | $14,116-99.7% | $7,234-99.3% |