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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,110 | $50,815-27.0% | $155,509-76.1% | $77,643-52.2% |
| Participation rate | 54.6% | 63.1%-8.5pp | 78.2%-23.6pp | 70.6%-16.0pp |
| Annual return | 12.48% | 34.80%-22.3pp | 64.67%-52.2pp | 31.24%-18.8pp |
| Employer contribution / active EE | $893 | $1,993-55.2% | $4,672-80.9% | $2,726-67.2% |
| Participant deferral / active EE | $1,672 | $2,822-40.8% | $5,626-70.3% | $4,647-64.0% |
| Admin fee / account holder | $23 | $437-94.7% | $15,912-99.9% | $430-94.6% |