Filed January 23, 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 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 ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $15,965 |
CHARLES SCHWAB & CO., INC.8+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $337 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,805 | $86,897+72.4% | $151,611-1.2% | $64,808+131.2% |
| Participation rate | 98.8% | 87.3%+11.5pp | 87.5%+11.3pp | 71.5%+27.3pp |
| Annual return | -14.48% | -3.57%-10.9pp | 3.33%-17.8pp | 32.82%-47.3pp |
| Employer contribution / active EE | $5,556 | $4,010+38.6% | $6,166-9.9% | $2,506+121.7% |
| Participant deferral / active EE | $9,244 | $6,690+38.2% | $8,363+10.5% | $4,310+114.5% |
| Admin fee / account holder | $37 | $153-75.7% | $11,616-99.7% | $188-80.2% |