Filed December 16, 2002
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 7333 E DOUBLETREE RANCH ST 120 · SCOTTSDALE, AZ 85258 | Advisory (Plan) | $31,601 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,013 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $11,500 |
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,886 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,581 | $122,239-17.7% | $184,203-45.4% | $74,495+35.0% |
| Participation rate | 79.8% | 85.5%-5.7pp | 86.8%-7.0pp | 67.2%+12.6pp |
| Annual return | 10.58% | 19.95%-9.4pp | 28.81%-18.2pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,968 | $4,537-56.6% | $6,427-69.4% | $2,623-25.0% |
| Participant deferral / active EE | $3,208 | $7,139-55.1% | $9,131-64.9% | $4,346-26.2% |
| Admin fee / account holder | $362 | $1,260-71.3% | $13,901-97.4% | $1,942-81.4% |