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 | $69,885 |
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 | $75,801 | $66,457+14.1% | $81,382-6.9% | $77,643-2.4% |
| Participation rate | 38.8% | 68.7%-29.9pp | 69.5%-30.7pp | 70.6%-31.8pp |
| Annual return | 13.42% | 15.93%-2.5pp | 24.73%-11.3pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,428 | $2,159-33.9% | $2,463-42.0% | $2,726-47.6% |
| Participant deferral / active EE | $2,683 | $3,679-27.1% | $3,883-30.9% | $4,647-42.3% |
| Admin fee / account holder | $165 | $583-71.6% | $5,768-97.1% | $430-61.6% |