Filed November 9, 2005
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 | $205,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,198 | $53,136-43.2% | $155,509-80.6% | $199,593-84.9% |
| Participation rate | 78.7% | 64.1%+14.7pp | 78.2%+0.6pp | 72.0%+6.8pp |
| Annual return | 13.17% | 41.15%-28.0pp | 64.67%-51.5pp | 34.25%-21.1pp |
| Employer contribution / active EE | $1,639 | $1,851-11.4% | $4,672-64.9% | $3,034-46.0% |
| Participant deferral / active EE | $2,511 | $3,161-20.6% | $5,626-55.4% | $5,087-50.6% |
| Admin fee / account holder | $51 | $185-72.6% | $15,912-99.7% | $269-81.1% |