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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $104,847 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,127 | $104,697+33.8% | $96,544+45.1% | $80,160+74.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 72.9%+27.1pp |
| Annual return | 16.79% | 21.78%-5.0pp | 25.84%-9.1pp | 40.38%-23.6pp |
| Employer contribution / active EE | $6,257 | $3,536+76.9% | $2,965+111.0% | $2,978+110.1% |
| Participant deferral / active EE | $5,627 | $6,188-9.1% | $4,851+16.0% | $5,017+12.1% |
| Admin fee / account holder | $58 | $107-46.0% | $8,252-99.3% | $145-60.3% |