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 | $56,582 |
Filed as: EMPOWER RETIREMENT Service code 64 PO BOX 173764 · DENVER, CO 80217 | Recordkeeping Fees | $45 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$82,131 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,256 | $45,382+8.5% | $154,107-68.0% | $75,289-34.6% |
| Participation rate | 85.9% | 65.9%+20.0pp | 83.0%+2.8pp | 72.4%+13.4pp |
| Annual return | -6.11% | -0.47%-5.6pp | 735.12%-741.2pp | -0.04%-6.1pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,028 | $2,384+152.8% | $5,081+18.6% | $3,739+61.2% |
| Admin fee / account holder | $0 | $89-99.8% | $13,411-100.0% | $102-99.8% |