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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,603 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,901 | $100,227-34.2% | $169,993-61.2% | $74,419-11.4% |
| Participation rate | 99.6% | 87.3%+12.3pp | 87.0%+12.6pp | 70.7%+28.9pp |
| Annual return | 16.04% | 66.08%-50.0pp | 53.37%-37.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $3,721 | $4,263-12.7% | $6,785-45.2% | $2,637+41.1% |
| Participant deferral / active EE | $5,547 | $7,143-22.3% | $10,408-46.7% | $4,528+22.5% |
| Admin fee / account holder | $86 | $234-63.2% | $12,815-99.3% | $348-75.2% |