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 | $96,652 |
Filed as: MIDWEST CAPITAL ADVISORS LLC Service code 27 3001 ORCHARD VISTA DR SE · GRAND RAPIDS, MI 49546 | Advisory (Plan) | $53,838 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,381 | $119,446+56.9% | $150,045+24.9% | $85,563+119.0% |
| Participation rate | 99.1% | 75.4%+23.6pp | 82.3%+16.7pp | 66.0%+33.1pp |
| Annual return | 16.14% | 23.72%-7.6pp | 62.55%-46.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $8,878 | $4,078+117.7% | $4,693+89.2% | $2,654+234.6% |
| Participant deferral / active EE | $7,724 | $7,985-3.3% | $7,997-3.4% | $4,375+76.5% |
| Admin fee / account holder | $262 | $548-52.2% | $13,435-98.1% | $834-68.6% |