Filed August 4, 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 Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $268,554 |
FIDUCIENT ADVISORS LLC1 year Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $39,375 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,104 | $93,462-45.3% | $164,813-69.0% | $99,062-48.4% |
| Participation rate | 86.7% | 79.9%+6.8pp | 78.6%+8.1pp | 71.6%+15.1pp |
| Annual return | 19.29% | 15.71%+3.6pp | 69.93%-50.6pp | 17.66%+1.6pp |
| Employer contribution / active EE | $1,375 | $3,099-55.6% | $4,341-68.3% | $3,262-57.9% |
| Participant deferral / active EE | $4,206 | $5,366-21.6% | $6,031-30.3% | $5,331-21.1% |
| Admin fee / account holder | $51 | $81-37.6% | $12,690-99.6% | $109-53.4% |