Filed December 15, 2003 (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 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,437 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $2,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $216,619 | $81,625+165.4% | $167,512+29.3% | $74,304+191.5% |
| Participation rate | 68.8% | 60.0%+8.7pp | 77.1%-8.3pp | 60.3%+8.4pp |
| Annual return | 12.91% | 26.09%-13.2pp | 1615.79%-1602.9pp | 29.43%-16.5pp |
| Employer contribution / active EE | $3,015 | $2,010+50.0% | $3,882-22.3% | $2,241+34.5% |
| Participant deferral / active EE | $7,550 | $4,115+83.5% | $6,405+17.9% | $3,767+100.4% |
| Admin fee / account holder | $206 | $3,474-94.1% | $9,769-97.9% | $2,969-93.1% |