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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $151,532 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $86,153 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 27 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Advisory (Plan) | $70,715 |
CASTAING HUSSEY & LOLAN LLC6 years Service code 10 PO BOX 14240 · NEW IBERIA, LA 705624240 | Accounting | $30,000 |
QDRO CONSULTANTS COMPANY, LLC9+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,575 | $50,574+98.9% | $169,368-40.6% | $80,160+25.5% |
| Participation rate | 98.5% | 67.8%+30.7pp | 77.1%+21.4pp | 72.9%+25.6pp |
| Annual return | 17.89% | 22.92%-5.0pp | 405.60%-387.7pp | 40.38%-22.5pp |
| Employer contribution / active EE | $3,296 | $1,693+94.7% | $4,013-17.9% | $2,978+10.7% |
| Participant deferral / active EE | $8,259 | $4,164+98.3% | $6,221+32.7% | $5,017+64.6% |
| Admin fee / account holder | $99 | $107-7.0% | $9,003-98.9% | $145-31.5% |