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 | $237,698 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,553 | $57,610-41.8% | $154,803-78.3% | $102,872-67.4% |
| Participation rate | 79.1% | 59.5%+19.6pp | 78.1%+1.0pp | 73.0%+6.1pp |
| Annual return | 17.36% | 30.49%-13.1pp | 58.88%-41.5pp | 19.06%-1.7pp |
| Employer contribution / active EE | $1,682 | $1,883-10.7% | $4,305-60.9% | $3,526-52.3% |
| Participant deferral / active EE | $2,626 | $2,914-9.9% | $5,540-52.6% | $5,535-52.6% |
| Admin fee / account holder | $55 | $368-85.0% | $14,329-99.6% | $292-81.1% |