Filed May 23, 2005
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 | Recordkeeping fees; Float revenue | $22,056 |
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 | $195,693 | $58,264+235.9% | $86,612+125.9% | $71,457+173.9% |
| Participation rate | 95.8% | 65.0%+30.8pp | 71.7%+24.1pp | 67.9%+27.8pp |
| Annual return | 7.54% | 21.63%-14.1pp | 591.07%-583.5pp | 28.85%-21.3pp |
| Employer contribution / active EE | $6,074 | $2,574+136.0% | $3,022+101.0% | $2,588+134.7% |
| Participant deferral / active EE | $6,021 | $3,436+75.2% | $4,438+35.7% | $4,289+40.4% |
| Admin fee / account holder | $119 | $1,057-88.8% | $5,614-97.9% | $1,587-92.5% |