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 | $102,325 |
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 | $86,645 | $89,588-3.3% | $136,007-36.3% | $77,643+11.6% |
| Participation rate | 94.1% | 74.3%+19.8pp | 76.5%+17.6pp | 70.6%+23.5pp |
| Annual return | 12.84% | 17.42%-4.6pp | 579.32%-566.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,358 | $3,491-61.1% | $4,217-67.8% | $2,726-50.2% |
| Participant deferral / active EE | $3,721 | $5,591-33.5% | $7,025-47.0% | $4,647-19.9% |
| Admin fee / account holder | $92 | $539-82.9% | $6,858-98.7% | $430-78.6% |