Filed May 31, 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 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 ADVISORY GROUP LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGWE, CO 80111 | Investment Management | $24,124 |
WHALEN CAPITAL5 years Service code 27 · EIN 81-0563242 5225 PINE ST · SCHOFIELD, WI 54476 | Advisory (Plan) | $16,871 |
HAWKINS ASH CPAS2 years Service code 10 2360 DUCK CREEK PKWY · GREEN BAY, WI 54303 | Accounting | $9,800 |
Service code 13 · EIN 74-3189371 510 ALDERSON STREET · SCHOFIELD, WI 54476 | Contract Administrator | $475 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,070 | $65,435-40.3% | $86,677-54.9% | $66,914-41.6% |
| Participation rate | 94.2% | 75.5%+18.8pp | 76.6%+17.6pp | 69.8%+24.4pp |
| Annual return | -11.97% | -10.89%-1.1pp | 35.91%-47.9pp | 1.58%-13.5pp |
| Employer contribution / active EE | $2,489 | $2,153+15.6% | $2,836-12.3% | $2,544-2.2% |
| Participant deferral / active EE | $3,012 | $4,100-26.5% | $4,656-35.3% | $4,237-28.9% |
| Admin fee / account holder | $253 | $642-60.6% | $7,493-96.6% | $593-57.4% |