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 Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,601 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,001 | $99,877+227.4% | $84,966+284.9% | $145,922+124.1% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.4pp | 80.3%+12.6pp |
| Annual return | 6.32% | 83.76%-77.4pp | 66.38%-60.1pp | 561.29%-555.0pp |
| Employer contribution / active EE | $42,962 | $3,231+1229.5% | $2,727+1475.4% | $4,660+822.0% |
| Participant deferral / active EE | $42,102 | $5,291+695.8% | $4,519+831.6% | $6,688+529.5% |
| Admin fee / account holder | $628 | $7,248-91.3% | $6,149-89.8% | $13,397-95.3% |