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 | $23,659 |
WHALEN CAPITAL6 years Service code 27 · EIN 81-0563242 5225 PINE ST · SCHOFIELD, WI 54476 | Advisory (Plan) | $13,658 |
HAWKINS ASH CPAS3 years Service code 10 2360 DUCK CREEK PKWY · GREEN BAY, WI 54303 | Accounting | $10,500 |
Service code 13 · EIN 74-3189371 510 ALDERSON STREET · SCHOFIELD, WI 54476 | Contract Administrator | $450 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,241 | $76,050-44.5% | $96,544-56.2% | $71,457-40.9% |
| Participation rate | 95.2% | 74.4%+20.8pp | 76.0%+19.2pp | 67.9%+27.3pp |
| Annual return | 13.66% | 22.81%-9.2pp | 25.84%-12.2pp | 28.85%-15.2pp |
| Employer contribution / active EE | $2,477 | $2,244+10.4% | $2,965-16.5% | $2,588-4.3% |
| Participant deferral / active EE | $2,986 | $4,215-29.2% | $4,851-38.4% | $4,289-30.4% |
| Admin fee / account holder | $229 | $2,707-91.5% | $8,252-97.2% | $1,587-85.6% |