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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,064 | $112,686+105.1% | $169,993+35.9% | $80,160+188.3% |
| Participation rate | 83.9% | 87.4%-3.4pp | 87.0%-3.1pp | 72.9%+11.0pp |
| Annual return | 18.88% | 67.04%-48.2pp | 53.37%-34.5pp | 40.38%-21.5pp |
| Employer contribution / active EE | $8,018 | $4,481+78.9% | $6,785+18.2% | $2,978+169.3% |
| Participant deferral / active EE | $16,970 | $7,876+115.5% | $10,408+63.1% | $5,017+238.2% |
| Admin fee / account holder | $0 | $99-100.0% | $12,815-100.0% | $145-100.0% |