Filed April 8, 2006 (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 | $91,361 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,104 | $57,610+11.3% | $154,803-58.6% | $102,872-37.7% |
| Participation rate | 98.6% | 59.5%+39.1pp | 78.1%+20.5pp | 73.0%+25.6pp |
| Annual return | 10.58% | 30.49%-19.9pp | 58.88%-48.3pp | 19.06%-8.5pp |
| Employer contribution / active EE | $5,758 | $1,883+205.8% | $4,305+33.7% | $3,526+63.3% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,540-100.0% | $5,535-100.0% |
| Admin fee / account holder | $52 | $368-85.9% | $14,329-99.6% | $292-82.3% |