Filed February 24, 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 |
|---|---|---|
HIGHTOWER ADVISORS LLC7 years Service code 27 200 W MADISON ST STE 2500 · CHICAGO, IL 60606 | Advisory (Plan) | $14,166 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $58,601 | $71,516-18.1% | $98,439-40.5% | $71,457-18.0% |
| Participation rate | 81.6% | 72.7%+8.9pp | 75.2%+6.4pp | 67.9%+13.6pp |
| Annual return | 15.14% | 32.41%-17.3pp | 21.16%-6.0pp | 28.85%-13.7pp |
| Employer contribution / active EE | $1,332 | $2,399-44.5% | $3,048-56.3% | $2,588-48.5% |
| Participant deferral / active EE | $4,062 | $4,109-1.1% | $4,738-14.3% | $4,289-5.3% |
| Admin fee / account holder | $67 | $1,675-96.0% | $8,948-99.2% | $1,587-95.8% |