Filed September 14, 2006 (most recent of 2 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 Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $450,939 |
COWEN & COMPANY LLC6 years Service code 50 · EIN 84-1702964 | Direct Payment | $6,690 |
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 | $132,126 | $122,693+7.7% | $184,203-28.3% | $199,593-33.8% |
| Participation rate | 99.8% | 86.8%+13.0pp | 86.8%+13.0pp | 72.0%+27.8pp |
| Annual return | 14.92% | 143.91%-129.0pp | 28.81%-13.9pp | 34.25%-19.3pp |
| Employer contribution / active EE | $5,284 | $4,584+15.3% | $6,427-17.8% | $3,034+74.1% |
| Participant deferral / active EE | $7,221 | $7,990-9.6% | $9,131-20.9% | $5,087+42.0% |
| Admin fee / account holder | $98 | $121-18.5% | $13,901-99.3% | $269-63.5% |