Filed October 18, 2004 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 27 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $32,102 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,771 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,591 | $49,451+0.3% | $79,550-37.7% | $66,914-25.9% |
| Participation rate | 95.1% | 61.3%+33.8pp | 69.5%+25.6pp | 69.8%+25.3pp |
| Annual return | -14.33% | 84.25%-98.6pp | 0.16%-14.5pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,604 | $1,266+105.8% | $2,413+7.9% | $2,544+2.4% |
| Participant deferral / active EE | $6,607 | $3,159+109.2% | $3,985+65.8% | $4,237+55.9% |
| Admin fee / account holder | $219 | $595-63.1% | $6,832-96.8% | $593-63.0% |