Filed June 11, 2001
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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $63,850 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP DBA WEAVER Service code 99 2821 W 7TH ST STE 700 · FORT WORTH, TX 76107 | Other Fees | $14,935 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,320 | $104,697-43.3% | $96,544-38.6% | $80,160-26.0% |
| Participation rate | 96.7% | 86.4%+10.3pp | 76.0%+20.7pp | 72.9%+23.8pp |
| Annual return | 15.12% | 21.78%-6.7pp | 25.84%-10.7pp | 40.38%-25.3pp |
| Employer contribution / active EE | $2,856 | $3,536-19.2% | $2,965-3.7% | $2,978-4.1% |
| Participant deferral / active EE | $5,135 | $6,188-17.0% | $4,851+5.9% | $5,017+2.3% |
| Admin fee / account holder | $36 | $107-66.5% | $8,252-99.6% | $145-75.3% |