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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $64,331 |
Filed as: EMPOWER LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,142 | $96,018+26.2% | $65,493+85.0% | $85,563+41.6% |
| Participation rate | 74.1% | 74.8%-0.8pp | 73.1%+1.0pp | 66.0%+8.1pp |
| Annual return | 15.75% | 14.51%+1.2pp | 982.45%-966.7pp | 31.51%-15.8pp |
| Employer contribution / active EE | $5,366 | $3,235+65.9% | $2,574+108.4% | $2,654+102.2% |
| Participant deferral / active EE | $4,301 | $4,055+6.1% | $3,961+8.6% | $4,375-1.7% |
| Admin fee / account holder | $103 | $271-61.8% | $5,028-97.9% | $834-87.6% |