Filed June 8, 2007
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 | $85,576 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 10 · EIN 06-1053228 | Accounting | $19,374 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $141,584 | $71,142+99.0% | $119,609+18.4% | $64,808+118.5% |
| Participation rate | 82.5% | 78.6%+3.8pp | 79.3%+3.2pp | 71.5%+11.0pp |
| Annual return | -15.03% | -10.01%-5.0pp | -14.97%-0.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $3,702 | $2,497+48.2% | $4,232-12.5% | $2,506+47.7% |
| Participant deferral / active EE | $8,192 | $4,490+82.5% | $5,602+46.2% | $4,310+90.0% |
| Admin fee / account holder | $374 | $162+130.9% | $10,323-96.4% | $188+99.3% |