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 | $42,312 |
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 | $17,836 | $50,127-64.4% | $149,673-88.1% | $80,160-77.7% |
| Participation rate | 81.1% | 64.3%+16.8pp | 78.8%+2.3pp | 72.9%+8.2pp |
| Annual return | 15.21% | 29.82%-14.6pp | 134.42%-119.2pp | 40.38%-25.2pp |
| Employer contribution / active EE | $858 | $1,865-54.0% | $4,818-82.2% | $2,978-71.2% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $31 | $153-79.7% | $13,210-99.8% | $145-78.7% |