Filed October 18, 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $116,821 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $15,867 |
Service code 29 425 WALNUT ST STE 1800 · CINCINNATI, OH 452023907 | Legal | $9,705 |
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 | $169,120 | $92,055+83.7% | $106,213+59.2% | $77,643+117.8% |
| Participation rate | 95.7% | 81.0%+14.7pp | 75.3%+20.4pp | 70.6%+25.1pp |
| Annual return | 15.58% | 17.91%-2.3pp | 116.14%-100.6pp | 31.24%-15.7pp |
| Employer contribution / active EE | $4,428 | $3,367+31.5% | $3,171+39.6% | $2,726+62.4% |
| Participant deferral / active EE | $6,875 | $5,386+27.6% | $5,016+37.1% | $4,647+47.9% |
| Admin fee / account holder | $95 | $219-56.6% | $11,033-99.1% | $430-77.9% |