Filed December 17, 1992
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 7-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 |
|---|---|---|
DEFINITI LLC5 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $7,669 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 · EIN 84-0467907 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,747 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,053 | $122,239+23.6% | $184,200-18.0% | $74,546+102.6% |
| Participation rate | 93.0% | 85.5%+7.6pp | 86.8%+6.2pp | 67.2%+25.8pp |
| Annual return | 13.63% | 19.95%-6.3pp | 28.80%-15.2pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $3,515 | $4,537-22.5% | $6,424-45.3% | $2,624+33.9% |
| Participant deferral / active EE | $6,549 | $7,139-8.3% | $9,132-28.3% | $4,347+50.6% |
| Admin fee / account holder | $11 | $1,260-99.1% | $13,907-99.9% | $1,944-99.4% |