Filed October 28, 1996
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 8-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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,016 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,482 | $88,982+0.6% | $102,438-12.6% | $77,671+15.2% |
| Participation rate | 93.8% | 80.9%+12.9pp | 76.5%+17.3pp | 70.6%+23.2pp |
| Annual return | 13.56% | 25.01%-11.5pp | 29.37%-15.8pp | 31.21%-17.6pp |
| Employer contribution / active EE | $3,303 | $2,698+22.4% | $3,024+9.2% | $2,726+21.1% |
| Participant deferral / active EE | $5,879 | $5,144+14.3% | $5,054+16.3% | $4,648+26.5% |
| Admin fee / account holder | $124 | $236-47.4% | $9,448-98.7% | $430-71.2% |