Filed April 26, 2006
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,067 | $65,390-49.4% | $169,368-80.5% | $71,457-53.7% |
| Participation rate | 81.9% | 67.0%+14.9pp | 77.1%+4.7pp | 67.9%+13.9pp |
| Annual return | 17.24% | 21.31%-4.1pp | 405.60%-388.4pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,796 | $2,079-13.6% | $4,013-55.3% | $2,588-30.6% |
| Participant deferral / active EE | $3,012 | $4,367-31.0% | $6,221-51.6% | $4,289-29.8% |
| Admin fee / account holder | $53 | $1,324-96.0% | $9,003-99.4% | $1,587-96.7% |