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) | $16,524 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,881 | $71,516+11.7% | $98,439-18.9% | $71,457+11.8% |
| Participation rate | 74.2% | 72.7%+1.5pp | 75.2%-1.0pp | 67.9%+6.3pp |
| Annual return | 18.09% | 32.41%-14.3pp | 21.16%-3.1pp | 28.85%-10.8pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,688 | $4,109-10.2% | $4,738-22.1% | $4,289-14.0% |
| Admin fee / account holder | $93 | $1,675-94.5% | $8,948-99.0% | $1,587-94.1% |