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 CAPITAL7 years Service code 27 · EIN 81-0563242 5225 PINE ST · SCHOFIELD, WI 54476 | Advisory (Plan) | $21,107 |
HAWKINS ASH CPAS4 years Service code 10 2360 DUCK CREEK PKWY · GREEN BAY, WI 54303 | Accounting | $10,500 |
CORPORATE RETIREMENT SOLUTIONS LLC10+ years Service code 13 · EIN 74-3189371 510 ALDERSON STREET · SCHOFIELD, WI 54476 | Contract Administrator | $750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,790 | $79,171-24.5% | $102,423-41.6% | $74,495-19.7% |
| Participation rate | 96.7% | 74.8%+21.9pp | 76.5%+20.2pp | 67.2%+29.5pp |
| Annual return | 9.99% | 54.93%-44.9pp | 29.32%-19.3pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $2,718 | $2,362+15.1% | $3,023-10.1% | $2,623+3.6% |
| Participant deferral / active EE | $2,671 | $4,415-39.5% | $5,053-47.1% | $4,346-38.5% |
| Admin fee / account holder | $374 | $2,001-81.3% | $9,451-96.0% | $1,942-80.7% |