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 | $98,461 |
DUNBAR, BENDER & ZAPF, INC.10+ years Service code 13 400 HOLIDAY DR SUITE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $54,602 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,621 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,685 | $50,815-41.6% | $155,509-80.9% | $77,643-61.8% |
| Participation rate | 95.1% | 63.1%+32.0pp | 78.2%+16.9pp | 70.6%+24.5pp |
| Annual return | 13.24% | 34.80%-21.6pp | 64.67%-51.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $953 | $1,993-52.2% | $4,672-79.6% | $2,726-65.0% |
| Participant deferral / active EE | $2,965 | $2,822+5.1% | $5,626-47.3% | $4,647-36.2% |
| Admin fee / account holder | $161 | $437-63.1% | $15,912-99.0% | $430-62.5% |