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 | $44,726 |
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 | $18,015 | $53,136-66.1% | $155,509-88.4% | $199,593-91.0% |
| Participation rate | 82.3% | 64.1%+18.3pp | 78.2%+4.2pp | 72.0%+10.4pp |
| Annual return | 11.13% | 41.15%-30.0pp | 64.67%-53.5pp | 34.25%-23.1pp |
| Employer contribution / active EE | $895 | $1,851-51.7% | $4,672-80.9% | $3,034-70.5% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $32 | $185-82.7% | $15,912-99.8% | $269-88.1% |