Filed August 23, 2013
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 | $6,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,336 | $47,126-27.1% | $149,673-77.1% | $74,419-53.9% |
| Participation rate | 56.1% | 63.4%-7.3pp | 78.8%-22.7pp | 70.7%-14.6pp |
| Annual return | 16.08% | 22.75%-6.7pp | 134.42%-118.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $1,725 | $1,905-9.4% | $4,818-64.2% | $2,637-34.6% |
| Participant deferral / active EE | $1,631 | $2,728-40.2% | $5,680-71.3% | $4,528-64.0% |
| Admin fee / account holder | $15 | $343-95.5% | $13,210-99.9% | $348-95.5% |