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 | $25,532 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $22,822 |
DEFINITI LLC5 years Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $16,703 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,157 |
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 | $64,865 | $122,239-46.9% | $184,203-64.8% | $74,495-12.9% |
| Participation rate | 97.2% | 85.5%+11.7pp | 86.8%+10.4pp | 67.2%+30.0pp |
| Annual return | 13.06% | 19.95%-6.9pp | 28.81%-15.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $4,415 | $4,537-2.7% | $6,427-31.3% | $2,623+68.3% |
| Participant deferral / active EE | $7,949 | $7,139+11.3% | $9,131-13.0% | $4,346+82.9% |
| Admin fee / account holder | $419 | $1,260-66.7% | $13,901-97.0% | $1,942-78.4% |