Filed April 25, 2005
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 |
|---|---|---|
MAHARLIKA PLLC1 year Service code 10 111 W JACKSON BLVD STE 1700 · CHICAGO, IL 60604 | Accounting | $9,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,208 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,945 | $101,724+158.5% | $164,813+59.5% | $80,856+225.2% |
| Participation rate | 91.1% | 71.8%+19.3pp | 78.6%+12.5pp | 67.6%+23.5pp |
| Annual return | 13.55% | 16.72%-3.2pp | 69.93%-56.4pp | 35.59%-22.0pp |
| Employer contribution / active EE | $9,144 | $2,953+209.6% | $4,341+110.7% | $2,755+231.9% |
| Participant deferral / active EE | $9,765 | $4,477+118.1% | $6,031+61.9% | $4,296+127.3% |
| Admin fee / account holder | $91 | $8,227-98.9% | $12,690-99.3% | $6,918-98.7% |