Filed April 27, 1998
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 | $87,147 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $65,000 |
BDO USA, LLP9 years Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $33,056 |
Service code 16 · EIN 34-1820650 | Consulting | $1,000 |
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 | $93,382 | $110,299-15.3% | $102,423-8.8% | $199,593-53.2% |
| Participation rate | 97.2% | 86.3%+10.9pp | 76.5%+20.7pp | 72.0%+25.2pp |
| Annual return | 36.56% | 35.73%+0.8pp | 29.32%+7.2pp | 34.25%+2.3pp |
| Employer contribution / active EE | $3,304 | $3,603-8.3% | $3,023+9.3% | $3,034+8.9% |
| Participant deferral / active EE | $6,147 | $6,376-3.6% | $5,053+21.7% | $5,087+20.9% |
| Admin fee / account holder | $19 | $122-84.2% | $9,451-99.8% | $269-92.8% |