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 |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $508,089 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 27 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Advisory (Plan) | $74,560 |
CASTAING HUSSEY & LOLAN LLC5 years Service code 10 PO BOX 14240 · NEW IBERIA, LA 705624240 | Accounting | $30,000 |
QDRO CONSULTANTS COMPANY, LLC8+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,610 | $42,504+139.1% | $159,960-36.5% | $77,904+30.4% |
| Participation rate | 98.1% | 66.9%+31.2pp | 78.0%+20.2pp | 73.7%+24.5pp |
| Annual return | -16.26% | -12.43%-3.8pp | 408.60%-424.9pp | 12.21%-28.5pp |
| Employer contribution / active EE | $3,781 | $1,684+124.6% | $4,226-10.5% | $2,848+32.8% |
| Participant deferral / active EE | $9,383 | $3,919+139.4% | $6,182+51.8% | $4,806+95.2% |
| Admin fee / account holder | $107 | $98+9.2% | $8,698-98.8% | $133-19.6% |