Filed October 18, 2004
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $92,359 |
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 | $62,074 | $74,188-16.3% | $115,756-46.4% | $64,808-4.2% |
| Participation rate | 93.5% | 76.2%+17.3pp | 77.1%+16.4pp | 71.5%+22.1pp |
| Annual return | -7.48% | -11.81%+4.3pp | 143.14%-150.6pp | 32.82%-40.3pp |
| Employer contribution / active EE | $1,228 | $3,365-63.5% | $3,793-67.6% | $2,506-51.0% |
| Participant deferral / active EE | $3,388 | $5,294-36.0% | $6,254-45.8% | $4,310-21.4% |
| Admin fee / account holder | $13 | $148-91.3% | $8,124-99.8% | $188-93.1% |