Filed February 23, 1999
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,435 |
Service code 27 4860 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $21,872 |
DEFINITI LLC3 years Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $15,099 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,104 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,095 | $102,553-40.4% | $151,611-59.7% | $66,914-8.7% |
| Participation rate | 97.2% | 85.5%+11.7pp | 87.5%+9.7pp | 69.8%+27.4pp |
| Annual return | -15.69% | -10.82%-4.9pp | 3.33%-19.0pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,861 | $4,180-7.6% | $6,166-37.4% | $2,544+51.8% |
| Participant deferral / active EE | $8,027 | $6,641+20.9% | $8,363-4.0% | $4,237+89.5% |
| Admin fee / account holder | $428 | $630-32.1% | $11,616-96.3% | $593-27.9% |