Filed October 2, 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 |
|---|---|---|
Service code 99 4554 38TH AVE S STE A · FARGO, ND 58104 | Other Fees | $30,507 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,457 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,157 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,794 | $129,021-1.0% | $184,203-30.6% | $77,643+64.6% |
| Participation rate | 95.6% | 87.3%+8.3pp | 86.8%+8.8pp | 70.6%+25.0pp |
| Annual return | 16.34% | 33.27%-16.9pp | 28.81%-12.5pp | 31.24%-14.9pp |
| Employer contribution / active EE | $4,444 | $4,413+0.7% | $6,427-30.9% | $2,726+63.0% |
| Participant deferral / active EE | $8,792 | $7,297+20.5% | $9,131-3.7% | $4,647+89.2% |
| Admin fee / account holder | $72 | $254-71.8% | $13,901-99.5% | $430-83.4% |