Filed November 4, 2004 (most recent of 4 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $180,628 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 27 PO BOX 21834 · NEW YORK, NY 10087 | Advisory (Plan) | $170,200 |
Filed as: QDRO CONSULTANTS COMPANY,LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,200 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,285 | $53,136+133.9% | $155,509-20.1% | $199,593-37.7% |
| Participation rate | 66.9% | 64.1%+2.8pp | 78.2%-11.3pp | 72.0%-5.1pp |
| Annual return | 13.22% | 41.15%-27.9pp | 64.67%-51.4pp | 34.25%-21.0pp |
| Employer contribution / active EE | $1,648 | $1,851-10.9% | $4,672-64.7% | $3,034-45.7% |
| Participant deferral / active EE | $4,906 | $3,161+55.2% | $5,626-12.8% | $5,087-3.6% |
| Admin fee / account holder | $207 | $185+11.4% | $15,912-98.7% | $269-23.1% |