Filed December 7, 1993 (most recent of 2 filings on file)
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 7-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,882 |
HAYS FINANCIAL GROUP5 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 27 80 S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $40,106 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,068 | $132,049-18.9% | $200,582-46.6% | $74,304+44.1% |
| Participation rate | 81.0% | 84.1%-3.1pp | 86.9%-5.9pp | 60.3%+20.6pp |
| Annual return | 16.74% | 22.22%-5.5pp | 42.33%-25.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $3,678 | $4,558-19.3% | $6,419-42.7% | $2,241+64.1% |
| Participant deferral / active EE | $6,771 | $7,213-6.1% | $9,331-27.4% | $3,767+79.7% |
| Admin fee / account holder | $293 | $2,405-87.8% | $16,305-98.2% | $2,969-90.1% |