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 | $128,603-16.7% | $197,124-45.7% | $67,986+57.5% |
| Participation rate | 81.0% | 81.7%-0.7pp | 86.7%-5.8pp | 57.2%+23.7pp |
| Annual return | 16.74% | 23.77%-7.0pp | 44.34%-27.6pp | 31.67%-14.9pp |
| Employer contribution / active EE | $3,678 | $4,379-16.0% | $6,227-40.9% | $2,019+82.2% |
| Participant deferral / active EE | $6,771 | $6,840-1.0% | $9,135-25.9% | $3,358+101.6% |
| Admin fee / account holder | $293 | $3,035-90.3% | $16,298-98.2% | $3,203-90.9% |