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 |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $17,130 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,350 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,613 | $84,487-18.8% | $125,339-45.3% | $66,914+2.5% |
| Participation rate | 55.4% | 76.4%-21.0pp | 82.4%-27.0pp | 69.8%-14.4pp |
| Annual return | -17.27% | -8.39%-8.9pp | 572.05%-589.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,318 | $3,553-62.9% | $4,814-72.6% | $2,544-48.2% |
| Participant deferral / active EE | $2,891 | $6,781-57.4% | $7,446-61.2% | $4,237-31.8% |
| Admin fee / account holder | $201 | $685-70.7% | $10,010-98.0% | $593-66.2% |