Filed December 31, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,228 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $15,590 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,272 | $66,457+10.3% | $81,438-10.0% | $77,671-5.7% |
| Participation rate | 96.1% | 68.7%+27.4pp | 69.5%+26.6pp | 70.6%+25.6pp |
| Annual return | 33.01% | 15.93%+17.1pp | 24.74%+8.3pp | 31.21%+1.8pp |
| Employer contribution / active EE | $9,201 | $2,159+326.1% | $2,460+274.0% | $2,726+237.5% |
| Participant deferral / active EE | $4,982 | $3,679+35.4% | $3,883+28.3% | $4,648+7.2% |
| Admin fee / account holder | $150 | $583-74.2% | $5,764-97.4% | $430-65.1% |