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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,773 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,768 | $129,021-41.3% | $184,203-58.9% | $77,643-2.4% |
| Participation rate | 94.6% | 87.3%+7.3pp | 86.8%+7.8pp | 70.6%+24.1pp |
| Annual return | 12.87% | 33.27%-20.4pp | 28.81%-15.9pp | 31.24%-18.4pp |
| Employer contribution / active EE | $3,613 | $4,413-18.1% | $6,427-43.8% | $2,726+32.6% |
| Participant deferral / active EE | $4,998 | $7,297-31.5% | $9,131-45.3% | $4,647+7.5% |
| Admin fee / account holder | $100 | $254-60.7% | $13,901-99.3% | $430-76.8% |