Filed February 22, 1999
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 | $116,081 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $54,879 |
EIDE BAILLY LLP6 years Service code 10 PO BOX 88678 · MILWAUKEE, WI 53288 | Accounting | $24,675 |
Service code 29 4785 CAUGHLIN PARKWAY · RENO, NV 89519 | Legal | $14,023 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,442 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,471 | $31,741+52.7% | $56,411-14.1% | $199,593-75.7% |
| Participation rate | 40.7% | 32.3%+8.3pp | 52.5%-11.8pp | 72.0%-31.3pp |
| Annual return | 10.44% | 14.72%-4.3pp | 1701.33%-1690.9pp | 34.25%-23.8pp |
| Employer contribution / active EE | $591 | $508+16.5% | $1,039-43.1% | $3,034-80.5% |
| Participant deferral / active EE | $2,024 | $1,184+71.0% | $1,952+3.7% | $5,087-60.2% |
| Admin fee / account holder | $123 | $426-71.1% | $2,829-95.7% | $269-54.2% |