Filed October 18, 2004
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 | $309,213 |
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 | $84,667 | $95,918-11.7% | $151,611-44.2% | $77,904+8.7% |
| Participation rate | 98.3% | 88.7%+9.5pp | 87.5%+10.8pp | 73.7%+24.6pp |
| Annual return | -14.30% | -5.50%-8.8pp | 3.33%-17.6pp | 12.21%-26.5pp |
| Employer contribution / active EE | $2,981 | $4,330-31.2% | $6,166-51.7% | $2,848+4.7% |
| Participant deferral / active EE | $5,462 | $7,508-27.3% | $8,363-34.7% | $4,806+13.6% |
| Admin fee / account holder | $100 | $93+7.7% | $11,616-99.1% | $133-24.2% |