Filed March 25, 1993
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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,338 |
RKL LLP5 years Filed as: RKL, LLP Service code 10 1800 FRUITVILLE PIKE · LANCASTER, PA 176048408 | Accounting | $12,387 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,314 | $130,194+1.6% | $169,993-22.2% | $71,457+85.2% |
| Participation rate | 96.8% | 86.1%+10.7pp | 87.0%+9.8pp | 67.9%+28.9pp |
| Annual return | 20.54% | 20.37%+0.2pp | 53.37%-32.8pp | 28.85%-8.3pp |
| Employer contribution / active EE | $1,437 | $4,381-67.2% | $6,785-78.8% | $2,588-44.5% |
| Participant deferral / active EE | $8,098 | $6,923+17.0% | $10,408-22.2% | $4,289+88.8% |
| Admin fee / account holder | $283 | $966-70.7% | $12,815-97.8% | $1,587-82.2% |