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 | $29,785 |
MERCER3+ years Filed as: MERCER (US) INC Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $15,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,426 | $99,078-71.3% | $96,544-70.6% | $74,419-61.8% |
| Participation rate | 69.1% | 80.7%-11.6pp | 76.0%-6.9pp | 70.7%-1.6pp |
| Annual return | 18.80% | 22.48%-3.7pp | 25.84%-7.0pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,372 | $2,570-46.6% | $2,965-53.7% | $2,637-48.0% |
| Participant deferral / active EE | $3,357 | $4,933-31.9% | $4,851-30.8% | $4,528-25.9% |
| Admin fee / account holder | $78 | $225-65.2% | $8,252-99.1% | $348-77.5% |