Filed December 22, 2003
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 | $21,889 |
Filed as: EMPOWER RETIREMENT ADVISED ASSET GR Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,629 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 99 5117 GREEN BAY RD STE B · KENOSHA, WI 53144 | Other Fees | $480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,868 | $138,347-41.5% | $184,203-56.1% | $80,8560% |
| Participation rate | 95.7% | 83.9%+11.8pp | 86.8%+8.9pp | 67.6%+28.1pp |
| Annual return | 13.93% | 20.02%-6.1pp | 28.81%-14.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,636 | $4,850-45.7% | $6,427-59.0% | $2,755-4.3% |
| Participant deferral / active EE | $6,579 | $7,071-6.9% | $9,131-27.9% | $4,296+53.2% |
| Admin fee / account holder | $152 | $10,483-98.6% | $13,901-98.9% | $6,918-97.8% |