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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $62,821 |
Filed as: EMPOWER LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,426 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,774 | $83,884+26.1% | $64,056+65.1% | $74,419+42.1% |
| Participation rate | 95.5% | 76.6%+18.8pp | 72.3%+23.2pp | 70.7%+24.7pp |
| Annual return | 16.86% | 16.57%+0.3pp | 33.69%-16.8pp | 34.38%-17.5pp |
| Employer contribution / active EE | $8,072 | $3,084+161.8% | $2,747+193.9% | $2,637+206.1% |
| Participant deferral / active EE | $6,552 | $3,692+77.5% | $3,880+68.9% | $4,528+44.7% |
| Admin fee / account holder | $116 | $196-40.7% | $3,068-96.2% | $348-66.6% |