Filed October 18, 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 | $93,538 |
Filed as: MIDWEST CAPITAL ADVISORS LLC Service code 27 3001 ORCHARD VISTA DR SE · GRAND RAPIDS, MI 49546 | Advisory (Plan) | $47,068 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,390 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,419 | $95,274+49.5% | $135,903+4.8% | $74,419+91.4% |
| Participation rate | 99.8% | 78.2%+21.6pp | 81.9%+17.9pp | 70.7%+29.1pp |
| Annual return | 19.29% | 32.77%-13.5pp | 68.23%-48.9pp | 34.38%-15.1pp |
| Employer contribution / active EE | $8,950 | $3,874+131.0% | $4,856+84.3% | $2,637+239.3% |
| Participant deferral / active EE | $7,584 | $7,782-2.5% | $7,758-2.2% | $4,528+67.5% |
| Admin fee / account holder | $239 | $266-10.0% | $10,762-97.8% | $348-31.2% |