Filed May 25, 2010 (most recent of 2 filings on file)
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 | $30,068 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $421,502 | $81,625+416.4% | $167,512+151.6% | $74,304+467.3% |
| Participation rate | 92.1% | 60.0%+32.0pp | 77.1%+15.0pp | 60.3%+31.7pp |
| Annual return | 13.84% | 26.09%-12.3pp | 1615.79%-1602.0pp | 29.43%-15.6pp |
| Employer contribution / active EE | $5,256 | $2,010+161.4% | $3,882+35.4% | $2,241+134.5% |
| Participant deferral / active EE | $15,710 | $4,115+281.8% | $6,405+145.3% | $3,767+317.0% |
| Admin fee / account holder | $157 | $3,474-95.5% | $9,769-98.4% | $2,969-94.7% |