Filed November 10, 2004 (most recent of 2 filings on file)
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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,939,663 |
ALLSPRING4 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 27 · EIN 95-3692822 | Advisory (Plan) | $1,030,324 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $829,391 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 19 · EIN 13-3200244 | Securities Custodian | $201,620 |
Filed as: EMPOWER FINANCIAL SERVICES Service code 33 · EIN 84-0965407 | Participant communication; Securities... | $11,429 |
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 | $121,589 | $128,056-5.1% | $146,958-17.3% | $106,382+14.3% |
| Participation rate | 81.2% | 67.2%+14.0pp | 82.2%-0.9pp | 69.9%+11.3pp |
| Annual return | 15.21% | 17.89%-2.7pp | 418.34%-403.1pp | 17.37%-2.2pp |
| Employer contribution / active EE | $3,183 | $3,384-5.9% | $4,933-35.5% | $3,364-5.4% |
| Participant deferral / active EE | $9,511 | $7,674+23.9% | $8,070+17.9% | $5,569+70.8% |
| Admin fee / account holder | $132 | $89+48.7% | $12,998-99.0% | $79+66.2% |