Filed July 12, 2000 (most recent of 2 filings on file)
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 | $85,700 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $211 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,527 | $57,150+46.2% | $93,606-10.8% | $106,382-21.5% |
| Participation rate | 12.9% | 49.1%-36.2pp | 68.7%-55.9pp | 69.9%-57.0pp |
| Annual return | 13.32% | 15.81%-2.5pp | 133.20%-119.9pp | 17.37%-4.1pp |
| Employer contribution / active EE | $377 | $1,015-62.8% | $2,420-84.4% | $3,364-88.8% |
| Participant deferral / active EE | $676 | $1,853-63.5% | $4,411-84.7% | $5,569-87.9% |
| Admin fee / account holder | $14 | $64-78.2% | $8,285-99.8% | $79-82.3% |