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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,504 |
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 | $230,732 | $56,317+309.7% | $71,209+224.0% | $74,304+210.5% |
| Participation rate | 96.9% | 55.1%+41.8pp | 73.8%+23.1pp | 60.3%+36.5pp |
| Annual return | 10.47% | 42.83%-32.4pp | 282.51%-272.0pp | 29.43%-19.0pp |
| Employer contribution / active EE | $3,140 | $2,160+45.4% | $2,721+15.4% | $2,241+40.1% |
| Participant deferral / active EE | $6,951 | $2,788+149.3% | $4,175+66.5% | $3,767+84.5% |
| Admin fee / account holder | $157 | $2,290-93.2% | $5,349-97.1% | $2,969-94.7% |