Filed February 7, 1997
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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $258,566 |
Service code 27 · EIN 81-6023169 | Advisory (Plan) | $97,757 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $151,189 | $91,372+65.5% | $129,995+16.3% | $74,419+103.2% |
| Participation rate | 95.0% | 77.8%+17.2pp | 78.5%+16.5pp | 70.7%+24.3pp |
| Annual return | 17.53% | 23.21%-5.7pp | -137.18%+154.7pp | 34.38%-16.9pp |
| Employer contribution / active EE | $4,579 | $2,563+78.6% | $4,320+6.0% | $2,637+73.6% |
| Participant deferral / active EE | $6,805 | $4,721+44.2% | $5,820+16.9% | $4,528+50.3% |
| Admin fee / account holder | $394 | $283+39.1% | $10,614-96.3% | $348+13.3% |