Filed August 28, 2002 (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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $71,225 |
Filed as: EMPOWER LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,510 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,354 | $79,124+20.5% | $60,874+56.6% | $64,808+47.1% |
| Participation rate | 96.4% | 77.7%+18.7pp | 73.1%+23.3pp | 71.5%+24.9pp |
| Annual return | -11.47% | -7.13%-4.3pp | 16.90%-28.4pp | 32.82%-44.3pp |
| Employer contribution / active EE | $8,177 | $3,050+168.1% | $2,701+202.7% | $2,506+226.3% |
| Participant deferral / active EE | $6,742 | $3,725+81.0% | $3,817+76.7% | $4,310+56.4% |
| Admin fee / account holder | $124 | $106+17.0% | $3,224-96.2% | $188-34.2% |