Filed January 23, 2017
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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $129,804 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,735 | $139,767-24.3% | $153,485-31.1% | $199,593-47.0% |
| Participation rate | 99.2% | 85.1%+14.1pp | 77.1%+22.1pp | 72.0%+27.3pp |
| Annual return | 19.03% | 20.59%-1.6pp | 15.65%+3.4pp | 34.25%-15.2pp |
| Employer contribution / active EE | $4,509 | $6,517-30.8% | $5,039-10.5% | $3,034+48.6% |
| Participant deferral / active EE | $7,824 | $8,055-2.9% | $6,757+15.8% | $5,087+53.8% |
| Admin fee / account holder | $77 | $98-21.7% | $12,724-99.4% | $269-71.5% |