Filed October 25, 2002
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 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $286,514 |
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 | $64,043 | $53,136+20.5% | $155,509-58.8% | $199,593-67.9% |
| Participation rate | 89.1% | 64.1%+25.0pp | 78.2%+10.9pp | 72.0%+17.1pp |
| Annual return | 21.63% | 41.15%-19.5pp | 64.67%-43.0pp | 34.25%-12.6pp |
| Employer contribution / active EE | $1,457 | $1,851-21.3% | $4,672-68.8% | $3,034-52.0% |
| Participant deferral / active EE | $4,637 | $3,161+46.7% | $5,626-17.6% | $5,087-8.9% |
| Admin fee / account holder | $68 | $185-63.2% | $15,912-99.6% | $269-74.6% |