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 | $20,375 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,594 | $130,194-25.8% | $169,993-43.2% | $71,457+35.2% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.0%+12.1pp | 67.9%+31.2pp |
| Annual return | 14.05% | 20.37%-6.3pp | 53.37%-39.3pp | 28.85%-14.8pp |
| Employer contribution / active EE | $2,307 | $4,381-47.4% | $6,785-66.0% | $2,588-10.9% |
| Participant deferral / active EE | $4,321 | $6,923-37.6% | $10,408-58.5% | $4,289+0.7% |
| Admin fee / account holder | $131 | $966-86.4% | $12,815-99.0% | $1,587-91.7% |