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 | $48,550 |
MERCER4+ years Filed as: MERCER (US) INC Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $23,714 |
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 | $32,803 | $88,890-63.1% | $102,423-68.0% | $77,643-57.8% |
| Participation rate | 67.8% | 80.9%-13.2pp | 76.5%-8.7pp | 70.6%-2.8pp |
| Annual return | 101.59% | 24.98%+76.6pp | 29.32%+72.3pp | 31.24%+70.4pp |
| Employer contribution / active EE | $1,278 | $2,698-52.6% | $3,023-57.7% | $2,726-53.1% |
| Participant deferral / active EE | $3,036 | $5,145-41.0% | $5,053-39.9% | $4,647-34.7% |
| Admin fee / account holder | $70 | $235-70.4% | $9,451-99.3% | $430-83.8% |