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 Service code 15 · EIN 84-0467907 | Recordkeeping | $22,523 |
Filed as: CHARLES SCHWAB & CO. Service code 26 · EIN 94-1737782 | Advisory (Participants) | $362 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,644 | $100,227+62.3% | $169,993-4.3% | $74,419+118.6% |
| Participation rate | 97.9% | 87.3%+10.6pp | 87.0%+10.9pp | 70.7%+27.2pp |
| Annual return | 16.83% | 66.08%-49.3pp | 53.37%-36.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $5,284 | $4,263+23.9% | $6,785-22.1% | $2,637+100.3% |
| Participant deferral / active EE | $9,141 | $7,143+28.0% | $10,408-12.2% | $4,528+101.9% |
| Admin fee / account holder | $52 | $234-77.8% | $12,815-99.6% | $348-85.0% |