Filed March 27, 2007
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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $18,554 |
Service code 13 6500 S MACADAM AVENUE, #100 · PORTLAND, OR 97239 | Contract Administrator | $1,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,864 | $49,451+10.9% | $79,550-31.0% | $66,914-18.0% |
| Participation rate | 61.2% | 61.3%-0.2pp | 69.5%-8.3pp | 69.8%-8.7pp |
| Annual return | -14.15% | 84.25%-98.4pp | 0.16%-14.3pp | 1.58%-15.7pp |
| Employer contribution / active EE | $485 | $1,266-61.7% | $2,413-79.9% | $2,544-81.0% |
| Participant deferral / active EE | $2,431 | $3,159-23.0% | $3,985-39.0% | $4,237-42.6% |
| Admin fee / account holder | $169 | $595-71.6% | $6,832-97.5% | $593-71.6% |