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. $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 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% |