Filed December 27, 2006 (most recent of 2 filings on file)
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 | $17,158 |
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 | $82,881 | $102,553-19.2% | $151,611-45.3% | $66,914+23.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | 23.54% | -10.82%+34.4pp | 3.33%+20.2pp | 1.58%+22.0pp |
| Employer contribution / active EE | $5,109 | $4,180+22.2% | $6,166-17.1% | $2,544+100.8% |
| Participant deferral / active EE | $3,960 | $6,641-40.4% | $8,363-52.7% | $4,237-6.5% |
| Admin fee / account holder | $95 | $630-84.9% | $11,616-99.2% | $593-84.0% |