Filed April 18, 2001 (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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,322 | $122,693+104.0% | $184,203+35.9% | $199,593+25.4% |
| Participation rate | 94.0% | 86.8%+7.2pp | 86.8%+7.2pp | 72.0%+22.1pp |
| Annual return | 14.65% | 143.91%-129.3pp | 28.81%-14.2pp | 34.25%-19.6pp |
| Employer contribution / active EE | $7,849 | $4,584+71.2% | $6,427+22.1% | $3,034+158.7% |
| Participant deferral / active EE | $17,611 | $7,990+120.4% | $9,131+92.9% | $5,087+246.2% |
| Admin fee / account holder | $0 | $121-100.0% | $13,901-100.0% | $269-100.0% |