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 | $42,194 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $32,083 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,376 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,298 | $82,202+40.3% | $125,339-8.0% | $64,808+77.9% |
| Participation rate | 87.9% | 77.9%+10.1pp | 82.4%+5.6pp | 71.5%+16.5pp |
| Annual return | -15.17% | 3.48%-18.6pp | 572.05%-587.2pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,975 | $3,615-17.7% | $4,814-38.2% | $2,506+18.7% |
| Participant deferral / active EE | $10,312 | $7,175+43.7% | $7,446+38.5% | $4,310+139.2% |
| Admin fee / account holder | $149 | $163-8.9% | $10,010-98.5% | $188-20.8% |