Filed May 25, 2006
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 15 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $166,740 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $37,822 |
MOSS ADAMS LLP6 years Service code 10 · EIN 91-0189318 | Accounting | $17,126 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,860 | $69,823+160.5% | $77,163+135.7% | $74,419+144.4% |
| Participation rate | 98.6% | 70.0%+28.6pp | 69.6%+29.0pp | 70.7%+27.9pp |
| Annual return | 14.34% | 19.98%-5.6pp | 37.87%-23.5pp | 34.38%-20.0pp |
| Employer contribution / active EE | $6,636 | $2,150+208.7% | $2,535+161.8% | $2,637+151.6% |
| Participant deferral / active EE | $7,408 | $3,558+108.2% | $3,833+93.3% | $4,528+63.6% |
| Admin fee / account holder | $554 | $398+39.2% | $5,472-89.9% | $348+59.2% |