Filed March 27, 2011
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 | $61,070 |
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTING INC Service code 99 5299 DTC BLVD · GREENWOORD VILLAGE, CO 80111 | Other Fees | $13,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,869 | $56,503+0.6% | $70,092-18.9% | $64,808-12.3% |
| Participation rate | 46.4% | 70.5%-24.1pp | 70.5%-24.1pp | 71.5%-25.1pp |
| Annual return | -18.02% | -13.44%-4.6pp | 190.73%-208.8pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,559 | $2,046-23.8% | $2,559-39.1% | $2,506-37.8% |
| Participant deferral / active EE | $2,864 | $3,389-15.5% | $3,849-25.6% | $4,310-33.6% |
| Admin fee / account holder | $187 | $160+16.7% | $6,267-97.0% | $188-0.4% |