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 | $4,972 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,903 | $65,561+38.7% | $91,541-0.7% | $74,304+22.3% |
| Participation rate | 89.4% | 56.6%+32.8pp | 69.8%+19.7pp | 60.3%+29.1pp |
| Annual return | 9.95% | 17.68%-7.7pp | 20.50%-10.5pp | 29.43%-19.5pp |
| Employer contribution / active EE | $3,562 | $1,717+107.4% | $2,505+42.2% | $2,241+58.9% |
| Participant deferral / active EE | $4,797 | $2,918+64.4% | $4,008+19.7% | $3,767+27.3% |
| Admin fee / account holder | $27 | $3,333-99.2% | $6,956-99.6% | $2,969-99.1% |