Filed August 27, 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 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $229,083 |
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $65,000 |
WITHUMSMITH+BROWN, PC1 year Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $19,760 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,806 | $112,623+44.6% | $106,213+53.3% | $199,593-18.4% |
| Participation rate | 74.6% | 86.2%-11.7pp | 75.3%-0.7pp | 72.0%+2.6pp |
| Annual return | 48.83% | 15.57%+33.3pp | 116.14%-67.3pp | 34.25%+14.6pp |
| Employer contribution / active EE | $3,561 | $4,575-22.2% | $3,171+12.3% | $3,034+17.3% |
| Participant deferral / active EE | $6,011 | $6,659-9.7% | $5,016+19.8% | $5,087+18.2% |
| Admin fee / account holder | $87 | $107-18.7% | $11,033-99.2% | $269-67.7% |