Filed October 28, 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,295 |
DUNBAR, BENDER & ZAPF, INC.8+ years Service code 13 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Contract Administrator | $28,670 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,844 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,566 | $46,292-57.7% | $143,757-86.4% | $64,808-69.8% |
| Participation rate | 91.9% | 64.2%+27.7pp | 80.3%+11.6pp | 71.5%+20.4pp |
| Annual return | -15.40% | -10.05%-5.4pp | -0.04%-15.4pp | 32.82%-48.2pp |
| Employer contribution / active EE | $748 | $1,910-60.8% | $4,951-84.9% | $2,506-70.1% |
| Participant deferral / active EE | $2,605 | $2,646-1.5% | $5,637-53.8% | $4,310-39.6% |
| Admin fee / account holder | $91 | $154-41.1% | $14,673-99.4% | $188-51.8% |