Filed January 28, 2004
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 |
|---|---|---|
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $70,000 |
SIKICH LLP4 years Service code 10 · EIN 36-3168081 | Accounting | $8,267 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $2,201 |
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 | $134,372 | $71,142+88.9% | $119,609+12.3% | $64,808+107.3% |
| Participation rate | 97.9% | 78.6%+19.3pp | 79.3%+18.6pp | 71.5%+26.4pp |
| Annual return | -14.74% | -10.01%-4.7pp | -14.97%+0.2pp | 32.82%-47.6pp |
| Employer contribution / active EE | $2,134 | $2,497-14.6% | $4,232-49.6% | $2,506-14.8% |
| Participant deferral / active EE | $7,731 | $4,490+72.2% | $5,602+38.0% | $4,310+79.3% |
| Admin fee / account holder | $59 | $162-63.4% | $10,323-99.4% | $188-68.4% |