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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 64 PO BOX 173764 · DENVER, CO 80217 | Recordkeeping Fees | $0 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$60,122 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,164 | $67,512+36.5% | $185,823-50.4% | $93,030-0.9% |
| Participation rate | 94.0% | 67.1%+26.9pp | 81.7%+12.3pp | 73.9%+20.1pp |
| Annual return | 17.39% | 21.04%-3.6pp | 122.05%-104.7pp | 158.70%-141.3pp |
| Employer contribution / active EE | $4,277 | $1,783+139.8% | $5,167-17.2% | $2,706+58.1% |
| Participant deferral / active EE | $7,702 | $3,035+153.7% | $5,568+38.3% | $4,562+68.8% |
| Admin fee / account holder | -$14 | $318-104.3% | $16,237-100.1% | $152-109.1% |