Filed July 12, 2000 (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 | $85,341 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $11 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,390 | $53,531+42.7% | $86,188-11.4% | $96,393-20.8% |
| Participation rate | 19.7% | 53.4%-33.7pp | 69.0%-49.2pp | 71.3%-51.6pp |
| Annual return | 15.67% | 20.51%-4.8pp | 1168.45%-1152.8pp | 22.88%-7.2pp |
| Employer contribution / active EE | $357 | $1,158-69.2% | $2,380-85.0% | $3,238-89.0% |
| Participant deferral / active EE | $697 | $1,965-64.5% | $3,985-82.5% | $5,455-87.2% |
| Admin fee / account holder | $37 | $55-33.3% | $6,852-99.5% | $74-50.0% |