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 | $94,330 |
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 | $76,264 | $82,978-8.1% | $130,231-41.4% | $74,419+2.5% |
| Participation rate | 92.6% | 73.7%+18.9pp | 76.3%+16.3pp | 70.7%+21.9pp |
| Annual return | 16.02% | 123.05%-107.0pp | 38.77%-22.7pp | 34.38%-18.4pp |
| Employer contribution / active EE | $1,303 | $3,391-61.6% | $4,126-68.4% | $2,637-50.6% |
| Participant deferral / active EE | $3,562 | $5,370-33.7% | $6,799-47.6% | $4,528-21.3% |
| Admin fee / account holder | $82 | $354-76.9% | $6,020-98.6% | $348-76.5% |