Filed December 30, 1996
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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $7,541 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,116 | $27,839+252.4% | $58,482+67.8% | $71,457+37.3% |
| Participation rate | 100.0% | 34.5%+65.5pp | 50.9%+49.1pp | 67.9%+32.1pp |
| Annual return | 11.06% | 26.81%-15.7pp | 4239.32%-4228.3pp | 28.85%-17.8pp |
| Employer contribution / active EE | $2,251 | $631+257.0% | $1,053+113.7% | $2,588-13.0% |
| Participant deferral / active EE | $4,461 | $1,206+269.8% | $1,924+131.9% | $4,289+4.0% |
| Admin fee / account holder | $41 | $1,641-97.5% | $2,516-98.4% | $1,587-97.4% |