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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,455 |
CHARLES SCHWAB & CO., INC.11+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $324 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,328 | $131,799+47.4% | $200,582-3.1% | $85,563+127.1% |
| Participation rate | 97.8% | 87.9%+9.9pp | 86.9%+10.9pp | 66.0%+31.9pp |
| Annual return | 15.24% | 21.59%-6.4pp | 42.33%-27.1pp | 31.51%-16.3pp |
| Employer contribution / active EE | $5,514 | $4,532+21.7% | $6,419-14.1% | $2,654+107.8% |
| Participant deferral / active EE | $9,458 | $7,702+22.8% | $9,331+1.4% | $4,375+116.2% |
| Admin fee / account holder | $53 | $235-77.6% | $16,305-99.7% | $834-93.7% |