Filed April 27, 2006
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 | $4,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,091 | $58,264+310.4% | $86,612+176.0% | $71,457+234.6% |
| Participation rate | 93.4% | 65.0%+28.4pp | 71.7%+21.7pp | 67.9%+25.5pp |
| Annual return | 20.53% | 21.63%-1.1pp | 591.07%-570.5pp | 28.85%-8.3pp |
| Employer contribution / active EE | $16,949 | $2,574+558.5% | $3,022+460.8% | $2,588+555.0% |
| Participant deferral / active EE | $12,908 | $3,436+275.7% | $4,438+190.9% | $4,289+201.0% |
| Admin fee / account holder | $19 | $1,057-98.2% | $5,614-99.7% | $1,587-98.8% |