Filed April 17, 1996
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 | $72,624 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $58,438 |
BDO USA, LLP1 year Filed as: BDO USA,P.C Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $41,134 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $356,244 | $92,055+287.0% | $106,213+235.4% | $77,643+358.8% |
| Participation rate | 96.8% | 81.0%+15.7pp | 75.3%+21.5pp | 70.6%+26.2pp |
| Annual return | 30.65% | 17.91%+12.7pp | 116.14%-85.5pp | 31.24%-0.6pp |
| Employer contribution / active EE | $27,019 | $3,367+702.5% | $3,171+751.9% | $2,726+891.2% |
| Participant deferral / active EE | $16,436 | $5,386+205.2% | $5,016+227.7% | $4,647+253.7% |
| Admin fee / account holder | $370 | $219+68.9% | $11,033-96.6% | $430-14.0% |