Filed December 24, 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 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 | $1,975 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,543 |
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,270 | $62,127+34.0% | $81,382+2.3% | $74,495+11.8% |
| Participation rate | 96.8% | 64.0%+32.7pp | 69.5%+27.3pp | 67.2%+29.6pp |
| Annual return | 18.14% | 16.48%+1.7pp | 24.73%-6.6pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $1,637 | $1,882-13.0% | $2,463-33.5% | $2,623-37.6% |
| Participant deferral / active EE | $5,166 | $3,229+60.0% | $3,883+33.0% | $4,346+18.9% |
| Admin fee / account holder | $11 | $1,934-99.4% | $5,768-99.8% | $1,942-99.4% |