Filed September 3, 2009
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,902 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,382 | $50,127-31.4% | $149,673-77.0% | $80,160-57.1% |
| Participation rate | 34.4% | 64.3%-29.9pp | 78.8%-44.3pp | 72.9%-38.5pp |
| Annual return | 17.34% | 29.82%-12.5pp | 134.42%-117.1pp | 40.38%-23.0pp |
| Employer contribution / active EE | $313 | $1,865-83.2% | $4,818-93.5% | $2,978-89.5% |
| Participant deferral / active EE | $2,030 | $3,194-36.4% | $5,680-64.3% | $5,017-59.5% |
| Admin fee / account holder | $78 | $153-48.8% | $13,210-99.4% | $145-46.0% |