Filed March 1, 2002
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 | $141,220 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH + CONSULTING Service code 27 15 SOUTH RAYMOND AVENUE · PASADENA, CA 91105 | Advisory (Plan) | $82,428 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $119,155 | $130,141-8.4% | $86,677+37.5% | $77,904+53.0% |
| Participation rate | 99.8% | 85.9%+13.8pp | 76.6%+23.2pp | 73.7%+26.1pp |
| Annual return | -14.74% | -12.75%-2.0pp | 35.91%-50.6pp | 12.21%-26.9pp |
| Employer contribution / active EE | $6,376 | $3,220+98.0% | $2,836+124.8% | $2,848+123.9% |
| Participant deferral / active EE | $5,877 | $5,757+2.1% | $4,656+26.2% | $4,806+22.3% |
| Admin fee / account holder | $51 | $132-61.6% | $7,493-99.3% | $133-61.8% |