Filed December 30, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $121,750 |
FIDUCIARY INVESTMENT ADVISORS10+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $46,673 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $17,955 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,638 |
Filed as: EMPOWER INSURANCE COMPANY OF AMERIC Service code 64 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,415 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,636 | $55,331+74.7% | $81,812+18.1% | $199,593-51.6% |
| Participation rate | 93.3% | 62.5%+30.8pp | 72.3%+21.0pp | 72.0%+21.4pp |
| Annual return | 15.49% | 19.59%-4.1pp | 773.79%-758.3pp | 34.25%-18.8pp |
| Employer contribution / active EE | $5,109 | $2,101+143.2% | $2,912+75.4% | $3,034+68.4% |
| Participant deferral / active EE | $6,251 | $3,283+90.4% | $4,319+44.7% | $5,087+22.9% |
| Admin fee / account holder | $85 | $346-75.5% | $7,386-98.9% | $269-68.5% |