Filed March 31, 2016
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 | $0 |
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 | $104,706 | $130,194-19.6% | $169,993-38.4% | $71,457+46.5% |
| Participation rate | 92.0% | 86.1%+5.8pp | 87.0%+5.0pp | 67.9%+24.0pp |
| Annual return | 16.22% | 20.37%-4.1pp | 53.37%-37.1pp | 28.85%-12.6pp |
| Employer contribution / active EE | $3,677 | $4,381-16.1% | $6,785-45.8% | $2,588+42.1% |
| Participant deferral / active EE | $8,518 | $6,923+23.0% | $10,408-18.2% | $4,289+98.6% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |