Filed April 22, 1996
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $369,317 |
Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $356,072 |
Filed as: MESIROW FINANCIAL INC Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $50,000 |
Service code 29 PO BOX 6043 · CHICAGO, IL 606806043 | Legal | $36,386 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,632 | $39,166-32.0% | $79,550-66.5% | $78,044-65.9% |
| Participation rate | 86.5% | 57.3%+29.1pp | 69.5%+17.0pp | 74.4%+12.0pp |
| Annual return | -14.97% | -9.39%-5.6pp | 0.16%-15.1pp | 10.87%-25.8pp |
| Employer contribution / active EE | $1,093 | $1,019+7.2% | $2,413-54.7% | $3,125-65.0% |
| Participant deferral / active EE | $3,374 | $2,079+62.3% | $3,985-15.3% | $5,084-33.6% |
| Admin fee / account holder | $80 | $67+19.2% | $6,832-98.8% | $79+1.3% |