Filed October 20, 1998
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 | $47,059 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,347 | $129,095-2.9% | $184,200-32.0% | $77,671+61.4% |
| Participation rate | 98.0% | 87.3%+10.7pp | 86.8%+11.2pp | 70.6%+27.5pp |
| Annual return | 15.87% | 33.29%-17.4pp | 28.80%-12.9pp | 31.21%-15.3pp |
| Employer contribution / active EE | $6,231 | $4,410+41.3% | $6,424-3.0% | $2,726+128.5% |
| Participant deferral / active EE | $6,241 | $7,300-14.5% | $9,132-31.7% | $4,648+34.3% |
| Admin fee / account holder | $65 | $256-74.7% | $13,907-99.5% | $430-85.0% |