Filed December 8, 1994 (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) | $583,227 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 19 · EIN 13-3200244 | Securities Custodian | $318,865 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $188,565 |
NEPC, LLC8+ years Filed as: NEPC LLC Service code 16 BOX 4110 · WOBURN, MA 018884110 | Consulting | $56,250 |
KPMG LLP1 year Service code 10 PO BOX 120608 · DALLAS, TX 753120608 | Accounting | $50,000 |
TROUTMAN SANDERS LLP2 years Filed as: TROUTMAN SANDERS LOCKERMAN & ASHMOR Service code 29 600 PEACHTREE STREET · ATLANTA, GA 30308 | Legal | $16,584 |
AON CONSULTING3 years Filed as: AON CONSULTING INC DBA HEWITT ASSOC Service code 50 1100 REYNOLDS BLVD 4TH FL · WINSTON SALEM, NC 27105 | Direct Payment | $13,000 |
ALIGHT SOLUTIONS LLC1 year Filed as: TEMPO HOLDING COMPANY LLC DBA ALIGH Service code 50 PO BOX 95135 · CHICAGO, IL 606945135 | Direct Payment | $10,500 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage; Participant com... | $2,691 |
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 | $295,807 | $95,918+208.4% | $151,611+95.1% | $77,904+279.7% |
| Participation rate | 98.4% | 88.7%+9.7pp | 87.5%+11.0pp | 73.7%+24.8pp |
| Annual return | -16.34% | -5.50%-10.8pp | 3.33%-19.7pp | 12.21%-28.5pp |
| Employer contribution / active EE | $15,359 | $4,330+254.7% | $6,166+149.1% | $2,848+439.3% |
| Participant deferral / active EE | $12,764 | $7,508+70.0% | $8,363+52.6% | $4,806+165.6% |
| Admin fee / account holder | $298 | $93+219.3% | $11,616-97.4% | $133+124.7% |