Filed February 27, 2003
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 Service code 50 · EIN 84-0467907 | Direct Payment | $151,076 |
Service code 27 · EIN 81-4017137 | Advisory (Plan) | $63,121 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $42,662 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $36,136 |
VAN IWAARDEN ASSOCIATES6 years Service code 49 840 LUMBER EXCHANGE BUILDING · MINNEAPOLIS, MN 55402 | Other Services | $10,704 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $90 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,303 | $73,034+4.5% | $77,163-1.1% | $80,160-4.8% |
| Participation rate | 97.5% | 78.1%+19.4pp | 69.6%+27.9pp | 72.9%+24.6pp |
| Annual return | 0.03% | 18.56%-18.5pp | 37.87%-37.8pp | 40.38%-40.4pp |
| Employer contribution / active EE | $2,097 | $2,779-24.6% | $2,535-17.3% | $2,978-29.6% |
| Participant deferral / active EE | $0 | $4,140-100.0% | $3,833-100.0% | $5,017-100.0% |
| Admin fee / account holder | $54 | $104-47.6% | $5,472-99.0% | $145-62.5% |