Filed November 8, 2002 (most recent of 3 filings on file)
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $517,196 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $487,298 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $79,986 |
WHITLEY PENN LLP1 year Service code 10 1400 WEST 7TH STREET SUITE 400 · FORT WORTH, TX 76102 | Accounting | $26,008 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $2,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,710 | $63,356+41.6% | $103,333-13.2% | $106,382-15.7% |
| Participation rate | 88.8% | 84.3%+4.6pp | 74.5%+14.3pp | 69.9%+19.0pp |
| Annual return | 15.53% | 14.77%+0.8pp | 24.88%-9.4pp | 17.37%-1.8pp |
| Employer contribution / active EE | $3,007 | $4,310-30.2% | $3,868-22.3% | $3,364-10.6% |
| Participant deferral / active EE | $8,536 | $3,479+145.3% | $5,057+68.8% | $5,569+53.3% |
| Admin fee / account holder | $71 | $110-36.0% | $8,355-99.2% | $79-11.0% |