Filed August 25, 2003
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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,850 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,550 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | -$4,259 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $295,684-100.0% | $154,803-100.0% | - |
| Participation rate | 0.0% | 53.1%-53.1pp | 78.1%-78.1pp | - |
| Annual return | 12.88% | 11.49%+1.4pp | 58.88%-46.0pp | - |
| Employer contribution / active EE | $0 | $1,145-100.0% | $4,305-100.0% | - |
| Participant deferral / active EE | $0 | $2,052-100.0% | $5,540-100.0% | - |
| Admin fee / account holder | $0 | $60,072-100.0% | $14,329-100.0% | - |