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 | $140,809 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $24,457 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,608 | $57,610-50.3% | $154,803-81.5% | $102,872-72.2% |
| Participation rate | 91.8% | 59.5%+32.3pp | 78.1%+13.7pp | 73.0%+18.8pp |
| Annual return | 12.07% | 30.49%-18.4pp | 58.88%-46.8pp | 19.06%-7.0pp |
| Employer contribution / active EE | $1,067 | $1,883-43.4% | $4,305-75.2% | $3,526-69.8% |
| Participant deferral / active EE | $2,165 | $2,914-25.7% | $5,540-60.9% | $5,535-60.9% |
| Admin fee / account holder | $116 | $368-68.5% | $14,329-99.2% | $292-60.3% |