Filed December 7, 2001
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 | $806,936 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,590 | $93,283-25.4% | $77,163-9.8% | $103,482-32.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 69.6%+30.4pp | 73.3%+26.7pp |
| Annual return | 15.74% | 17.40%-1.7pp | 37.87%-22.1pp | 33.11%-17.4pp |
| Employer contribution / active EE | $3,491 | $3,170+10.1% | $2,535+37.7% | $3,208+8.8% |
| Participant deferral / active EE | $4,074 | $4,624-11.9% | $3,833+6.3% | $5,207-21.8% |
| Admin fee / account holder | $69 | $78-12.4% | $5,472-98.7% | $114-39.9% |