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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $156,120 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,965 | $53,136-49.3% | $155,509-82.7% | $199,593-86.5% |
| Participation rate | 92.1% | 64.1%+28.0pp | 78.2%+13.9pp | 72.0%+20.1pp |
| Annual return | 12.94% | 41.15%-28.2pp | 64.67%-51.7pp | 34.25%-21.3pp |
| Employer contribution / active EE | $1,061 | $1,851-42.7% | $4,672-77.3% | $3,034-65.0% |
| Participant deferral / active EE | $2,221 | $3,161-29.7% | $5,626-60.5% | $5,087-56.3% |
| Admin fee / account holder | $110 | $185-40.9% | $15,912-99.3% | $269-59.2% |