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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $64,540 |
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 | $111,876 | $91,762+21.9% | $67,502+65.7% | $77,643+44.1% |
| Participation rate | 81.2% | 75.9%+5.3pp | 72.9%+8.3pp | 70.6%+10.6pp |
| Annual return | 13.11% | 14.87%-1.8pp | 3512.12%-3499.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $7,591 | $3,181+138.7% | $2,731+178.0% | $2,726+178.5% |
| Participant deferral / active EE | $6,041 | $3,903+54.8% | $4,000+51.0% | $4,647+30.0% |
| Admin fee / account holder | $110 | $176-37.6% | $3,998-97.3% | $430-74.5% |