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 9-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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,111 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 | Other Commissions | $37,508 |
TDM RETIREMENT SERVICES, LLC4 years Service code 13 6001 N. ADAMS RD, STE 201 · BLOOMFIELD HILLS, MI 48306 | Contract Administrator | $11,373 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,156 |
Service code 55 5707 SOUTHWEST PWKY · AUSTIN, TX 78735 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,322 | $84,487+27.0% | $125,339-14.4% | $66,914+60.4% |
| Participation rate | 90.4% | 76.4%+14.0pp | 82.4%+8.0pp | 69.8%+20.6pp |
| Annual return | -16.85% | -8.39%-8.5pp | 572.05%-588.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $4,826 | $3,553+35.8% | $4,814+0.2% | $2,544+89.7% |
| Participant deferral / active EE | $7,300 | $6,781+7.6% | $7,446-2.0% | $4,237+72.3% |
| Admin fee / account holder | $432 | $685-36.9% | $10,010-95.7% | $593-27.1% |