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 | $80,717+63.8% | $154,803-14.6% | $84,808+55.9% |
| Participation rate | 98.8% | 66.8%+32.0pp | 78.1%+20.8pp | 68.3%+30.5pp |
| Annual return | 11.03% | 37.96%-26.9pp | 58.88%-47.9pp | 40.90%-29.9pp |
| Employer contribution / active EE | $4,352 | $2,761+57.6% | $4,305+1.1% | $2,631+65.4% |
| Participant deferral / active EE | $1,852 | $3,303-43.9% | $5,540-66.6% | $4,212-56.0% |
| Admin fee / account holder | $49 | $6,746-99.3% | $14,329-99.7% | $7,344-99.3% |