Filed September 21, 2001 (most recent of 3 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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 15 11500 OUTLOOK STREET · OVERLAND PARK, KS 66211 | Recordkeeping | $1,225,184 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
DOMINI SOCIAL INVESTMENTS LLC2+ years Service code 28 · EIN 13-3961229 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 21 · EIN 52-1309931 | Bank Trustee | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,854 | $86,496+24.7% | $80,975+33.2% | $329,111-67.2% |
| Participation rate | 87.9% | 80.0%+7.9pp | 75.8%+12.1pp | 67.9%+20.1pp |
| Annual return | 8.59% | 20.13%-11.5pp | 17.10%-8.5pp | 16.35%-7.8pp |
| Employer contribution / active EE | $4,742 | $2,395+98.0% | $3,714+27.7% | $2,303+105.8% |
| Participant deferral / active EE | $7,504 | $5,350+40.3% | $5,696+31.7% | $3,682+103.8% |
| Admin fee / account holder | $67 | $69-3.3% | $5,516-98.8% | $754-91.1% |