Filed April 5, 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 |
|---|---|---|
Service code 10 · EIN 91-0652651 | Accounting | $38,597 |
Filed as: EMPOWER RETIREMENT Service code 64 PO BOX 173764 · DENVER, CO 80217 | Recordkeeping Fees | $98 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$65,770 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,361 | $44,989+25.3% | $170,442-66.9% | $77,958-27.7% |
| Participation rate | 84.8% | 64.6%+20.2pp | 83.6%+1.2pp | 71.6%+13.1pp |
| Annual return | 19.91% | 19.61%+0.3pp | 205.93%-186.0pp | 20.87%-1.0pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $5,381 | $2,208+143.7% | $4,939+8.9% | $3,537+52.1% |
| Admin fee / account holder | $0 | $69-99.7% | $13,880-100.0% | $97-99.8% |