Filed March 2, 2005 (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 Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $30,420 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,165 | $86,897-35.4% | $151,611-63.0% | $64,808-13.3% |
| Participation rate | 99.3% | 87.3%+12.1pp | 87.5%+11.8pp | 71.5%+27.9pp |
| Annual return | -14.84% | -3.57%-11.3pp | 3.33%-18.2pp | 32.82%-47.7pp |
| Employer contribution / active EE | $3,454 | $4,010-13.9% | $6,166-44.0% | $2,506+37.8% |
| Participant deferral / active EE | $5,156 | $6,690-22.9% | $8,363-38.3% | $4,310+19.6% |
| Admin fee / account holder | $85 | $153-44.6% | $11,616-99.3% | $188-54.9% |