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 | $76,530 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 | Other Commissions | $41,103 |
TDM RETIREMENT SERVICES, LLC5 years Service code 13 6001 N. ADAMS RD, STE 201 · BLOOMFIELD HILLS, MI 48306 | Contract Administrator | $11,976 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,969 |
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 | $116,850 | $91,407+27.8% | $135,903-14.0% | $71,457+63.5% |
| Participation rate | 96.2% | 75.7%+20.5pp | 81.9%+14.3pp | 67.9%+28.3pp |
| Annual return | 19.95% | 29.90%-9.9pp | 68.23%-48.3pp | 28.85%-8.9pp |
| Employer contribution / active EE | $4,197 | $3,703+13.3% | $4,856-13.6% | $2,588+62.2% |
| Participant deferral / active EE | $7,549 | $7,092+6.4% | $7,758-2.7% | $4,289+76.0% |
| Admin fee / account holder | $411 | $1,266-67.5% | $10,762-96.2% | $1,587-74.1% |