Filed August 22, 2008
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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $135,010 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $64,505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,787 | $47,126+557.4% | $149,673+107.0% | $74,419+316.3% |
| Participation rate | 0.0% | 63.4%-63.4pp | 78.8%-78.8pp | 70.7%-70.7pp |
| Annual return | 17.51% | 22.75%-5.2pp | 134.42%-116.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $3,041 | $1,905+59.6% | $4,818-36.9% | $2,637+15.3% |
| Participant deferral / active EE | $5,545 | $2,728+103.3% | $5,680-2.4% | $4,528+22.5% |
| Admin fee / account holder | $1,337 | $343+290.2% | $13,210-89.9% | $348+284.5% |