Filed October 18, 2004
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,220 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $17,024 |
PNC BANK, N.A.3 years Filed as: PNC BANK NA Service code 27 1900 E 9TH ST · CLEVELAND, OH 44114 | Advisory (Plan) | $13,743 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,763 |
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 | $148,490 | $107,218+38.5% | $115,768+28.3% | $79,634+86.5% |
| Participation rate | 94.8% | 76.8%+18.0pp | 74.4%+20.4pp | 62.5%+32.3pp |
| Annual return | 8.22% | 15.41%-7.2pp | 100.46%-92.2pp | 36.46%-28.2pp |
| Employer contribution / active EE | $5,291 | $3,627+45.9% | $2,940+80.0% | $2,529+109.2% |
| Participant deferral / active EE | $2,347 | $5,091-53.9% | $4,917-52.3% | $3,835-38.8% |
| Admin fee / account holder | $107 | $576-81.4% | $12,439-99.1% | $1,002-89.3% |