Filed March 1, 2002
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 | $102,911 |
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 | $146,183 | $110,282+32.6% | $102,438+42.7% | $199,768-26.8% |
| Participation rate | 96.7% | 86.3%+10.5pp | 76.5%+20.2pp | 72.0%+24.7pp |
| Annual return | 14.40% | 35.75%-21.4pp | 29.37%-15.0pp | 34.26%-19.9pp |
| Employer contribution / active EE | $5,978 | $3,603+65.9% | $3,024+97.7% | $3,037+96.9% |
| Participant deferral / active EE | $5,327 | $6,376-16.5% | $5,054+5.4% | $5,090+4.7% |
| Admin fee / account holder | $54 | $122-55.9% | $9,448-99.4% | $269-80.0% |