Filed January 12, 1998
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 15 · EIN 84-0467907 | Recordkeeping | $941,430 |
Service code 16 · EIN 34-1820650 | Consulting | $1,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,835 | $64,975+33.6% | $97,226-10.7% | $106,382-18.4% |
| Participation rate | 94.7% | 45.4%+49.4pp | 72.7%+22.0pp | 69.9%+24.9pp |
| Annual return | 14.44% | 15.21%-0.8pp | 75.13%-60.7pp | 17.37%-2.9pp |
| Employer contribution / active EE | $1,515 | $1,126+34.5% | $2,729-44.5% | $3,364-55.0% |
| Participant deferral / active EE | $5,220 | $2,466+111.7% | $4,264+22.4% | $5,569-6.3% |
| Admin fee / account holder | $54 | $69-21.2% | $5,654-99.0% | $79-31.8% |