Filed December 31, 2004
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,999 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $26,527 |
Filed as: KOLEY JESSEN PC LLO Service code 29 · EIN 47-0712652 | Legal | $1,575 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,577 | $86,655-30.1% | $119,609-49.4% | $66,914-9.5% |
| Participation rate | 83.4% | 75.6%+7.9pp | 79.3%+4.2pp | 69.8%+13.6pp |
| Annual return | -15.40% | -8.00%-7.4pp | -14.97%-0.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,511 | $2,536-40.4% | $4,232-64.3% | $2,544-40.6% |
| Participant deferral / active EE | $4,876 | $4,358+11.9% | $5,602-13.0% | $4,237+15.1% |
| Admin fee / account holder | $502 | $755-33.5% | $10,323-95.1% | $593-15.4% |