Filed September 21, 2001
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 |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $445,501 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $110,000 |
COHNREZNICK LLP7 years Service code 10 350 CHURCH STREET · HARTFORD, CT 06103 | Accounting | $88,800 |
NIXON PEABODY LLP4 years Service code 29 PO BOX 28012 · NEW YORK, NY 100878013 | Legal | $819 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,049 | $122,693+10.1% | $184,203-26.7% | $199,593-32.3% |
| Participation rate | 97.0% | 86.8%+10.2pp | 86.8%+10.1pp | 72.0%+25.0pp |
| Annual return | 19.21% | 143.91%-124.7pp | 28.81%-9.6pp | 34.25%-15.0pp |
| Employer contribution / active EE | $4,919 | $4,584+7.3% | $6,427-23.5% | $3,034+62.1% |
| Participant deferral / active EE | $14,850 | $7,990+85.8% | $9,131+62.6% | $5,087+191.9% |
| Admin fee / account holder | $116 | $121-3.9% | $13,901-99.2% | $269-56.9% |