Filed September 9, 1992
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 ADVISORY GROUP LLC Service code 28 · EIN 84-1532243 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $359,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $78,127 |
Filed as: QDRO CONSULTANTS COMPANY LLC Service code 50 · EIN 34-1820650 3071 PEARL ROAD · MEDINA, OH 44256 | Direct Payment | $600 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 26 · EIN 94-1737782 P.O. BOX 52114 · PHOENIX, AZ 850722114 | Advisory (Participants) | $530 |
BLACKROCK8 years Filed as: BLACKROCK EQUITY INDEX NL M Service code 52 · EIN 45-4368878 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Indirect Investment Fees | $0 |
BLACKROCK8 years Filed as: BLACKROCK MSCI ACWI EX-US IMI INDEX Service code 52 · EIN 27-3359978 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Indirect Investment Fees | $0 |
BLACKROCK8 years Filed as: BLACKROCK RUSSELL 2500 INDEX Service code 52 · EIN 46-0741542 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Indirect Investment Fees | $0 |
BLACKROCK8 years Filed as: BLACKROCK US DEBT INDEX NL-W Service code 52 · EIN 45-3221265 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS8 years Filed as: DFA US TARGETED VALUE I Service code 52 · EIN 36-3129984 6300 BEE CAVE RD BLDG ONE · AUSTIN, TX 78746 | Indirect Investment Fees | $0 |
Filed as: EMPOWER ANNUITY INS CO -TRP BLUE CH Service code 52 · EIN 06-1050034 8515 E ORCHARD RD 9T3 · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,352 | $188,991+62.1% | $103,464+196.1% | $199,768+53.4% |
| Participation rate | 99.2% | 93.2%+6.0pp | 80.5%+18.7pp | 72.0%+27.2pp |
| Annual return | 14.53% | 15.75%-1.2pp | 23.91%-9.4pp | 34.26%-19.7pp |
| Employer contribution / active EE | $8,003 | $6,583+21.6% | $4,677+71.1% | $3,037+163.5% |
| Participant deferral / active EE | $12,376 | $10,334+19.8% | $6,624+86.9% | $5,090+143.2% |
| Admin fee / account holder | $282 | $114+146.4% | $9,410-97.0% | $269+4.9% |