Filed March 18, 2003
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 | $79,264 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $125 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,870 | $53,136+22.1% | $155,509-58.3% | $199,593-67.5% |
| Participation rate | 93.8% | 64.1%+29.7pp | 78.2%+15.6pp | 72.0%+21.8pp |
| Annual return | 14.82% | 41.15%-26.3pp | 64.67%-49.8pp | 34.25%-19.4pp |
| Employer contribution / active EE | $4,287 | $1,851+131.6% | $4,672-8.2% | $3,034+41.3% |
| Participant deferral / active EE | $6,956 | $3,161+120.1% | $5,626+23.6% | $5,087+36.7% |
| Admin fee / account holder | $18 | $185-90.4% | $15,912-99.9% | $269-93.4% |