Filed December 20, 1999 (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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,007 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,592 | $58,208+169.0% | $81,812+91.4% | $80,856+93.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.39% | 41.66%-29.3pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $5,967 | $2,340+155.0% | $2,912+104.9% | $2,755+116.6% |
| Participant deferral / active EE | $11,203 | $3,281+241.5% | $4,319+159.4% | $4,296+160.8% |
| Admin fee / account holder | $404 | $4,981-91.9% | $7,386-94.5% | $6,918-94.2% |