Filed December 7, 2001
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 LIFE & ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $701,643 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $170,148 |
QDRO CONSULTANTS COMPANY, LLC8+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,138 | $89,497-29.5% | $70,092-9.9% | $78,044-19.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 70.5%+29.5pp | 74.4%+25.6pp |
| Annual return | -14.96% | -12.39%-2.6pp | 190.73%-205.7pp | 10.87%-25.8pp |
| Employer contribution / active EE | $3,356 | $3,152+6.5% | $2,559+31.2% | $3,125+7.4% |
| Participant deferral / active EE | $3,934 | $4,564-13.8% | $3,849+2.2% | $5,084-22.6% |
| Admin fee / account holder | $61 | $78-21.5% | $6,267-99.0% | $79-22.7% |