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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,963 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $23,488 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,357 | $82,978-32.1% | $129,995-56.6% | $71,457-21.1% |
| Participation rate | 99.4% | 74.1%+25.3pp | 78.5%+20.9pp | 67.9%+31.4pp |
| Annual return | 14.24% | 20.60%-6.4pp | -137.18%+151.4pp | 28.85%-14.6pp |
| Employer contribution / active EE | $1,997 | $2,622-23.8% | $4,320-53.8% | $2,588-22.8% |
| Participant deferral / active EE | $5,825 | $4,432+31.4% | $5,820+0.1% | $4,289+35.8% |
| Admin fee / account holder | $224 | $1,729-87.0% | $10,614-97.9% | $1,587-85.9% |