Filed December 22, 1992
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 | $69,194 |
EBERTS & HARRISON9 years Filed as: EBERTS & HARRISON INC Service code 23 911 RIDGEBROOK RD · SPARKS, MD 21152 | Insurance services | $11,978 |
SLEVIN & HART, P.C.10+ years Service code 29 1625 MASSACHUSETTS AVE NW STE 450 · WASHINGTON, DC 20036 | Legal | $8,805 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS INC Service code 27 PO BOX 4142, CHURCH STREET STATION · NEW YORK, NY 102614142 | Advisory (Plan) | $6,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,119 | $65,908+167.2% | $81,812+115.3% | $77,643+126.8% |
| Participation rate | 75.8% | 65.8%+10.0pp | 72.3%+3.5pp | 70.6%+5.2pp |
| Annual return | 14.25% | 26.64%-12.4pp | 773.79%-759.5pp | 31.24%-17.0pp |
| Employer contribution / active EE | $4,237 | $2,370+78.8% | $2,912+45.5% | $2,726+55.4% |
| Participant deferral / active EE | $7,670 | $3,505+118.8% | $4,319+77.6% | $4,647+65.0% |
| Admin fee / account holder | $164 | $526-68.7% | $7,386-97.8% | $430-61.8% |