Filed August 16, 1999 (most recent of 2 filings on file)
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 8-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,595 |
EVEREN SECURITIES INC5 years Filed as: EVEREN CAPITAL CORPORATION Service code 27 1 N JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $13,639 |
ASCENSUS LLC7 years Filed as: ADMIN PARTNERS, LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $3,432 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,457 | $81,248-46.5% | $155,509-72.1% | $80,856-46.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 20.22% | 33.31%-13.1pp | 64.67%-44.5pp | 35.59%-15.4pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,032 | $3,452+132.7% | $5,626+42.8% | $4,296+87.0% |
| Admin fee / account holder | $200 | $7,997-97.5% | $15,912-98.7% | $6,918-97.1% |