Filed July 20, 2006 (most recent of 4 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 | $1,560,373 |
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 | $122,257 | $171,977-28.9% | $200,582-39.0% | $140,769-13.2% |
| Participation rate | 96.1% | 93.2%+2.8pp | 86.9%+9.2pp | 74.2%+21.9pp |
| Annual return | 16.61% | 19.20%-2.6pp | 42.33%-25.7pp | 16.82%-0.2pp |
| Employer contribution / active EE | $5,247 | $6,031-13.0% | $6,419-18.3% | $3,906+34.3% |
| Participant deferral / active EE | $7,254 | $9,366-22.5% | $9,331-22.3% | $6,717+8.0% |
| Admin fee / account holder | $53 | $68-22.1% | $16,305-99.7% | $229-76.9% |