Filed June 27, 2006
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 | $285,304 |
FORVIS MAZARS, LLP1 year Service code 10 135 WEST 50TH STREET · NEW YORK, NY 10020 | Accounting | $61,735 |
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $52,806 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,714 | $89,436+190.4% | $164,813+57.6% | $77,643+234.5% |
| Participation rate | 93.1% | 78.6%+14.5pp | 78.6%+14.5pp | 70.6%+22.5pp |
| Annual return | 16.00% | 28.83%-12.8pp | 69.93%-53.9pp | 31.24%-15.2pp |
| Employer contribution / active EE | $3,998 | $2,569+55.6% | $4,341-7.9% | $2,726+46.7% |
| Participant deferral / active EE | $14,363 | $4,897+193.3% | $6,031+138.1% | $4,647+209.1% |
| Admin fee / account holder | $591 | $339+74.0% | $12,690-95.3% | $430+37.2% |