Filed November 27, 2008 (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 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $142,523 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,055 | $50,127-38.0% | $149,673-79.3% | $80,160-61.3% |
| Participation rate | 96.1% | 64.3%+31.8pp | 78.8%+17.3pp | 72.9%+23.2pp |
| Annual return | 15.96% | 29.82%-13.9pp | 134.42%-118.5pp | 40.38%-24.4pp |
| Employer contribution / active EE | $1,029 | $1,865-44.8% | $4,818-78.6% | $2,978-65.4% |
| Participant deferral / active EE | $2,086 | $3,194-34.7% | $5,680-63.3% | $5,017-58.4% |
| Admin fee / account holder | $129 | $153-15.2% | $13,210-99.0% | $145-10.7% |