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 | $53,618 |
Filed as: EMPOWER RETIREMENT Service code 64 PO BOX 173764 · DENVER, CO 80217 | Recordkeeping Fees | $0 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$122,652 |
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 | $65,448 | $47,456+37.9% | $172,739-62.1% | $77,787-15.9% |
| Participation rate | 87.4% | 66.3%+21.2pp | 82.6%+4.8pp | 73.2%+14.2pp |
| Annual return | 31.74% | 35.57%-3.8pp | 802.84%-771.1pp | 32.57%-0.8pp |
| Employer contribution / active EE | $4,462 | $1,574+183.5% | $5,143-13.2% | $2,504+78.2% |
| Participant deferral / active EE | $6,282 | $2,560+145.4% | $5,198+20.9% | $3,967+58.3% |
| Admin fee / account holder | $0 | $81-99.4% | $13,954-100.0% | $100-99.5% |