Filed October 18, 2004
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 4-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 | $32,915 |
MERCER2+ years Filed as: MERCER (US) INC Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $14,192 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,872 | $72,254-68.3% | $86,677-73.6% | $64,808-64.7% |
| Participation rate | 83.5% | 80.4%+3.1pp | 76.6%+7.0pp | 71.5%+12.1pp |
| Annual return | -15.07% | 392.42%-407.5pp | 35.91%-51.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,387 | $2,393-42.0% | $2,836-51.1% | $2,506-44.7% |
| Participant deferral / active EE | $3,337 | $4,658-28.4% | $4,656-28.3% | $4,310-22.6% |
| Admin fee / account holder | $77 | $174-55.4% | $7,493-99.0% | $188-58.7% |