Filed June 25, 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 | $211,331 |
CORECAP INVESTMENTS INC8 years Service code 55 27777 FRANKLIN RD STE 700 · SOUTHFIELD, MI 48034 | Other Commissions | $71,867 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,347 |
JAMES A. REICHERT1 year Filed as: JAMES H BENNETT DBA JAMES H BENNETT Service code 99 100 HURONVIEW BLVD STE 200 · ANN ARBOR, MI 48103 | Other Fees | $14,085 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,652 | $112,623-64.8% | $106,213-62.7% | $199,593-80.1% |
| Participation rate | 97.0% | 86.2%+10.8pp | 75.3%+21.8pp | 72.0%+25.1pp |
| Annual return | 14.64% | 15.57%-0.9pp | 116.14%-101.5pp | 34.25%-19.6pp |
| Employer contribution / active EE | $979 | $4,575-78.6% | $3,171-69.1% | $3,034-67.7% |
| Participant deferral / active EE | $3,864 | $6,659-42.0% | $5,016-23.0% | $5,087-24.0% |
| Admin fee / account holder | $191 | $107+78.5% | $11,033-98.3% | $269-28.9% |