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 | $115,774 |
Filed as: MIDWEST CAPITAL ADVISORS LLC Service code 27 3001 ORCHARD VISTA DR SE · GRAND RAPIDS, MI 49546 | Advisory (Plan) | $51,013 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37,463 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,679 | $106,028+56.3% | $146,958+12.7% | $77,643+113.4% |
| Participation rate | 98.2% | 78.4%+19.9pp | 82.2%+16.1pp | 70.6%+27.7pp |
| Annual return | 15.34% | 56.73%-41.4pp | 418.34%-403.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $9,340 | $4,063+129.9% | $4,933+89.3% | $2,726+242.6% |
| Participant deferral / active EE | $7,710 | $7,990-3.5% | $8,070-4.5% | $4,647+65.9% |
| Admin fee / account holder | $293 | $337-13.0% | $12,998-97.7% | $430-31.8% |