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 | $356,892 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $85,814 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 26 · EIN 94-1737782 P.O. BOX 52114 · PHOENIX, AZ 850722114 | Advisory (Participants) | $365 |
Filed as: QDRO CONSULTANTS COMPANY LLC Service code 50 · EIN 34-1820650 3071 PEARL ROAD · MEDINA, OH 44256 | Direct Payment | $300 |
BLACKROCK9 years Filed as: BLACKROCK EQUITY INDEX NL M Service code 52 · EIN 45-4368878 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Indirect Investment Fees | $0 |
BLACKROCK9 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 |
BLACKROCK9 years Filed as: BLACKROCK RUSSELL 2500 INDEX Service code 52 · EIN 46-0741542 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Indirect Investment Fees | $0 |
BLACKROCK9 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 |
Service code 52 · EIN 47-2484936 800 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS9 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 |
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 | $341,790 | $102,872+232.2% | $100,534+240.0% | $102,872+232.2% |
| Participation rate | 98.7% | 73.0%+25.7pp | 80.6%+18.1pp | 73.0%+25.7pp |
| Annual return | 15.55% | 19.06%-3.5pp | 32.66%-17.1pp | 19.06%-3.5pp |
| Employer contribution / active EE | $7,823 | $3,526+121.8% | $4,346+80.0% | $3,526+121.8% |
| Participant deferral / active EE | $11,517 | $5,535+108.1% | $6,144+87.5% | $5,535+108.1% |
| Admin fee / account holder | $291 | $292-0.3% | $7,654-96.2% | $292-0.3% |