Filed October 23, 2002
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 3-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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 84-0467907 | Advisory (Plan) | $2,197 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,090 |
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 · EIN 39-1894140 | Contract Administrator | $735 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,061 | $65,061-63.0% | $143,757-83.3% | $66,914-64.0% |
| Participation rate | 61.3% | 65.2%-3.9pp | 80.3%-19.0pp | 69.8%-8.5pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,090 | $2,361-53.8% | $4,951-78.0% | $2,544-57.2% |
| Participant deferral / active EE | $3,174 | $2,919+8.7% | $5,637-43.7% | $4,237-25.1% |
| Admin fee / account holder | $37 | $502-92.7% | $14,673-99.7% | $593-93.8% |