Filed June 8, 2005
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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,771 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,600 | $62,127-71.7% | $81,382-78.4% | $74,495-76.4% |
| Participation rate | 96.6% | 64.0%+32.6pp | 69.5%+27.1pp | 67.2%+29.4pp |
| Annual return | 8.95% | 16.48%-7.5pp | 24.73%-15.8pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $1,673 | $1,882-11.1% | $2,463-32.1% | $2,623-36.2% |
| Participant deferral / active EE | $2,256 | $3,229-30.1% | $3,883-41.9% | $4,346-48.1% |
| Admin fee / account holder | $28 | $1,934-98.5% | $5,768-99.5% | $1,942-98.6% |