Filed October 18, 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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,563,151 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN COMPANIES INC Service code 99 · EIN 36-2668272 21875 NETWORK PL · CHICAGO, IL 606731218 | Other Fees | $6,986 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,810 | $152,104+44.5% | $184,200+19.3% | $106,408+106.6% |
| Participation rate | 95.8% | 85.9%+9.9pp | 86.8%+9.0pp | 69.9%+25.9pp |
| Annual return | 15.70% | 20.70%-5.0pp | 28.80%-13.1pp | 17.37%-1.7pp |
| Employer contribution / active EE | $8,470 | $5,326+59.0% | $6,424+31.9% | $3,361+152.0% |
| Participant deferral / active EE | $11,319 | $8,559+32.3% | $9,132+23.9% | $5,567+103.3% |
| Admin fee / account holder | $22 | $103-78.4% | $13,907-99.8% | $79-72.0% |