Filed January 11, 2001
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: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $56,269 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,512 |
Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage | $7 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $140,723 | $71,883+95.8% | $86,677+62.4% | $68,494+105.5% |
| Participation rate | 91.8% | 72.2%+19.5pp | 76.6%+15.2pp | 67.9%+23.9pp |
| Annual return | -19.13% | 3.52%-22.7pp | 35.91%-55.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $4,485 | $2,173+106.4% | $2,836+58.1% | $2,596+72.7% |
| Participant deferral / active EE | $14,079 | $3,779+272.6% | $4,656+202.4% | $4,027+249.6% |
| Admin fee / account holder | $170 | $6,112-97.2% | $7,493-97.7% | $5,403-96.8% |