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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,161 | $69,823-11.0% | $77,163-19.4% | $74,419-16.5% |
| Participation rate | 41.1% | 70.0%-28.9pp | 69.6%-28.5pp | 70.7%-29.6pp |
| Annual return | 18.83% | 19.98%-1.1pp | 37.87%-19.0pp | 34.38%-15.5pp |
| Employer contribution / active EE | $1,325 | $2,150-38.4% | $2,535-47.7% | $2,637-49.8% |
| Participant deferral / active EE | $2,483 | $3,558-30.2% | $3,833-35.2% | $4,528-45.2% |
| Admin fee / account holder | $139 | $398-65.1% | $5,472-97.5% | $348-60.1% |