Filed June 24, 2002
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 | $129,613 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,638 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $75 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,532 | $136,266-29.9% | $90,749+5.3% | $77,904+22.6% |
| Participation rate | 95.8% | 86.6%+9.2pp | 75.7%+20.1pp | 73.7%+22.2pp |
| Annual return | -15.31% | -11.32%-4.0pp | -12.16%-3.1pp | 12.21%-27.5pp |
| Employer contribution / active EE | $3,988 | $4,215-5.4% | $2,921+36.5% | $2,848+40.0% |
| Participant deferral / active EE | $5,540 | $6,353-12.8% | $4,564+21.4% | $4,806+15.3% |
| Admin fee / account holder | $112 | $399-72.0% | $8,445-98.7% | $133-15.7% |