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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,210 |
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 | $221,237 | $60,323+266.8% | $81,812+170.4% | $74,495+197.0% |
| Participation rate | 95.1% | 62.9%+32.3pp | 72.3%+22.8pp | 67.2%+27.9pp |
| Annual return | 14.14% | 16.90%-2.8pp | 773.79%-759.6pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $6,485 | $2,620+147.5% | $2,912+122.7% | $2,623+147.2% |
| Participant deferral / active EE | $6,327 | $3,387+86.8% | $4,319+46.5% | $4,346+45.6% |
| Admin fee / account holder | $141 | $1,486-90.5% | $7,386-98.1% | $1,942-92.7% |