Filed November 9, 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 9-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 90111 | Recordkeeping Fees | $5,314 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,827 | $81,908+57.3% | $90,749+42.0% | $64,808+98.8% |
| Participation rate | 97.8% | 80.5%+17.3pp | 75.7%+22.1pp | 71.5%+26.3pp |
| Annual return | -15.21% | -12.53%-2.7pp | -12.16%-3.0pp | 32.82%-48.0pp |
| Employer contribution / active EE | $4,816 | $3,065+57.1% | $2,921+64.9% | $2,506+92.2% |
| Participant deferral / active EE | $6,967 | $4,840+43.9% | $4,564+52.6% | $4,310+61.6% |
| Admin fee / account holder | $98 | $157-37.4% | $8,445-98.8% | $188-47.6% |