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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,149 |
KOVACK SECURITIES INC1 year Filed as: KOVACK ADVISORS, INC. Service code 27 6451 N FEDERAL HWY, STE 1201 · FT LAUDERDALE, FL 33308 | Advisory (Plan) | $9,828 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,623 | $63,299+43.2% | $91,001-0.4% | $62,292+45.5% |
| Participation rate | 77.3% | 73.3%+4.0pp | 75.6%+1.7pp | 69.5%+7.8pp |
| Annual return | 10.13% | 20.99%-10.9pp | 4.60%+5.5pp | 28.90%-18.8pp |
| Employer contribution / active EE | $6,688 | $1,807+270.2% | $2,456+172.4% | $2,042+227.5% |
| Participant deferral / active EE | $1,610 | $2,943-45.3% | $3,547-54.6% | $3,169-49.2% |
| Admin fee / account holder | $107 | $468-77.2% | $5,417-98.0% | $479-77.8% |