Filed October 30, 2002
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,505 |
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 | $47,707 | $57,380-16.9% | $71,209-33.0% | - |
| Participation rate | 99.0% | 61.9%+37.1pp | 73.8%+25.2pp | - |
| Annual return | 8.38% | 13.03%-4.6pp | 282.51%-274.1pp | - |
| Employer contribution / active EE | $4,271 | $2,842+50.3% | $2,721+57.0% | - |
| Participant deferral / active EE | $0 | $3,790-100.0% | $4,175-100.0% | - |
| Admin fee / account holder | $161 | $2,851-94.4% | $5,349-97.0% | - |