Filed June 19, 2000
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 ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $308,007 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 16 · EIN 84-0467907 | Consulting | $193,915 |
CHARLES SCHWAB & CO., INC.10+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $1,719 |
Filed as: CONCURRENT INVESTMENT Service code 99 · EIN 92-1819393 | Other Fees | $1,455 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,596 | $145,877+60.1% | $150,045+55.7% | $102,872+127.1% |
| Participation rate | 88.4% | 79.8%+8.5pp | 82.3%+6.0pp | 73.0%+15.3pp |
| Annual return | 17.03% | 21.37%-4.3pp | 62.55%-45.5pp | 19.06%-2.0pp |
| Employer contribution / active EE | $3,706 | $4,710-21.3% | $4,693-21.0% | $3,526+5.1% |
| Participant deferral / active EE | $12,414 | $9,491+30.8% | $7,997+55.2% | $5,535+124.3% |
| Admin fee / account holder | $180 | $176+2.3% | $13,435-98.7% | $292-38.4% |