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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,824 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
CHARLES SCHWAB & CO., INC.10+ 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 | $180,520 | $129,021+39.9% | $184,203-2.0% | $77,643+132.5% |
| Participation rate | 99.4% | 87.3%+12.1pp | 86.8%+12.6pp | 70.6%+28.8pp |
| Annual return | 13.74% | 33.27%-19.5pp | 28.81%-15.1pp | 31.24%-17.5pp |
| Employer contribution / active EE | $5,418 | $4,413+22.8% | $6,427-15.7% | $2,726+98.8% |
| Participant deferral / active EE | $9,649 | $7,297+32.2% | $9,131+5.7% | $4,647+107.6% |
| Admin fee / account holder | $41 | $254-83.7% | $13,901-99.7% | $430-90.4% |