Filed April 14, 2004
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,393 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $75,316 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $43,704 |
MBE WEALTH MANAGEMENT LLC6 years Service code 27 E10890 PENNY LN · BARABOO, WI 53913 | Advisory (Plan) | $21,852 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,819 | $47,126+137.3% | $149,673-25.3% | $74,419+50.3% |
| Participation rate | 82.4% | 63.4%+19.0pp | 78.8%+3.7pp | 70.7%+11.7pp |
| Annual return | 17.18% | 22.75%-5.6pp | 134.42%-117.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $2,883 | $1,905+51.3% | $4,818-40.2% | $2,637+9.3% |
| Participant deferral / active EE | $5,359 | $2,728+96.5% | $5,680-5.6% | $4,528+18.4% |
| Admin fee / account holder | $298 | $343-13.0% | $13,210-97.7% | $348-14.2% |