Filed November 12, 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 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 80111 | Recordkeeping Fees | $90,983 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $29,389 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,514 | $47,126+7.2% | $149,673-66.3% | $74,419-32.1% |
| Participation rate | 67.2% | 63.4%+3.9pp | 78.8%-11.5pp | 70.7%-3.5pp |
| Annual return | 11.86% | 22.75%-10.9pp | 134.42%-122.6pp | 34.38%-22.5pp |
| Employer contribution / active EE | $2,028 | $1,905+6.4% | $4,818-57.9% | $2,637-23.1% |
| Participant deferral / active EE | $3,197 | $2,728+17.2% | $5,680-43.7% | $4,528-29.4% |
| Admin fee / account holder | $218 | $343-36.3% | $13,210-98.3% | $348-37.3% |