Filed April 18, 2000
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 | $112,465 |
SPECTRUM INVESTMENT ADVISORS9+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $85,902 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,860 | $88,890-27.0% | $102,423-36.7% | $77,643-16.5% |
| Participation rate | 91.4% | 80.9%+10.5pp | 76.5%+14.9pp | 70.6%+20.9pp |
| Annual return | 23.20% | 24.98%-1.8pp | 29.32%-6.1pp | 31.24%-8.0pp |
| Employer contribution / active EE | $6,253 | $2,698+131.8% | $3,023+106.8% | $2,726+129.4% |
| Participant deferral / active EE | $4,861 | $5,145-5.5% | $5,053-3.8% | $4,647+4.6% |
| Admin fee / account holder | $182 | $235-22.8% | $9,451-98.1% | $430-57.8% |