Filed December 10, 2014 (most recent of 3 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 O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $34,711 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,033 | $71,516+270.6% | $98,439+169.2% | $71,457+270.9% |
| Participation rate | 96.1% | 72.7%+23.4pp | 75.2%+20.9pp | 67.9%+28.1pp |
| Annual return | 13.35% | 32.41%-19.1pp | 21.16%-7.8pp | 28.85%-15.5pp |
| Employer contribution / active EE | $13,296 | $2,399+454.3% | $3,048+336.2% | $2,588+413.8% |
| Participant deferral / active EE | $13,004 | $4,109+216.5% | $4,738+174.5% | $4,289+203.2% |
| Admin fee / account holder | $170 | $1,675-89.8% | $8,948-98.1% | $1,587-89.3% |