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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $102,746 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 27 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Advisory (Plan) | $76,144 |
CASTAING HUSSEY & LOLAN LLC7 years Service code 10 PO BOX 14240 · NEW IBERIA, LA 705624240 | Accounting | $30,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,655 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,316 | $58,644+89.8% | $177,989-37.5% | $199,593-44.2% |
| Participation rate | 99.1% | 65.5%+33.6pp | 77.1%+22.0pp | 72.0%+27.1pp |
| Annual return | 15.21% | 19.25%-4.0pp | 294.48%-279.3pp | 34.25%-19.0pp |
| Employer contribution / active EE | $3,578 | $1,801+98.6% | $3,949-9.4% | $3,034+17.9% |
| Participant deferral / active EE | $8,423 | $4,248+98.3% | $6,276+34.2% | $5,087+65.6% |
| Admin fee / account holder | $121 | $145-16.5% | $10,363-98.8% | $269-54.8% |