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 | $912,149 |
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 | $74,451 | $57,458+29.6% | $95,745-22.2% | $96,393-22.8% |
| Participation rate | 94.0% | 47.9%+46.0pp | 72.3%+21.7pp | 71.3%+22.7pp |
| Annual return | 18.00% | 17.80%+0.2pp | 28.35%-10.4pp | 22.88%-4.9pp |
| Employer contribution / active EE | $1,382 | $1,155+19.6% | $2,835-51.3% | $3,238-57.3% |
| Participant deferral / active EE | $4,663 | $2,443+90.9% | $4,245+9.9% | $5,455-14.5% |
| Admin fee / account holder | $48 | $61-21.3% | $5,678-99.2% | $74-35.5% |