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 | $115,609 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,457 | $102,204-4.6% | $145,661-33.1% | $85,563+13.9% |
| Participation rate | 94.9% | 70.6%+24.3pp | 77.2%+17.7pp | 66.0%+28.9pp |
| Annual return | 13.50% | 16.68%-3.2pp | 101.46%-88.0pp | 31.51%-18.0pp |
| Employer contribution / active EE | $1,408 | $3,600-60.9% | $4,238-66.8% | $2,654-46.9% |
| Participant deferral / active EE | $3,895 | $5,729-32.0% | $7,198-45.9% | $4,375-11.0% |
| Admin fee / account holder | $104 | $647-83.9% | $12,466-99.2% | $834-87.5% |