Filed November 6, 2008 (most recent of 4 filings on file)
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 | $65,185 |
VON BRIESEN & ROPER2 years Filed as: VON BRIESEN & ROPER SC Service code 99 411 E WISCONSIN AVE STE 1000 · MILWAUKEE, WI 53202 | Other Fees | $23,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,846 | $86,897-12.7% | $151,611-50.0% | $64,808+17.0% |
| Participation rate | 95.6% | 87.3%+8.3pp | 87.5%+8.1pp | 71.5%+24.1pp |
| Annual return | -14.46% | -3.57%-10.9pp | 3.33%-17.8pp | 32.82%-47.3pp |
| Employer contribution / active EE | $3,612 | $4,010-9.9% | $6,166-41.4% | $2,506+44.2% |
| Participant deferral / active EE | $5,316 | $6,690-20.5% | $8,363-36.4% | $4,310+23.3% |
| Admin fee / account holder | $163 | $153+6.9% | $11,616-98.6% | $188-12.9% |