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 Service code 13 · EIN 06-1050034 | Contract Administrator | $649,170 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO. INC. Service code 27 · EIN 43-0538770 | Advisory (Plan) | $430,111 |
PLANTE & MORAN, PLLC9+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $21,800 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER JOHNSON SNELL CUMMISKEY Service code 29 · EIN 38-1603110 | Legal | $6,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $593,576 | $68,330+768.7% | $149,673+296.6% | $96,393+515.8% |
| Participation rate | 0.0% | 74.6%-74.6pp | 78.8%-78.8pp | 71.3%-71.3pp |
| Annual return | 18.95% | 29.64%-10.7pp | 134.42%-115.5pp | 22.88%-3.9pp |
| Employer contribution / active EE | $2,742 | $2,139+28.2% | $4,818-43.1% | $3,238-15.3% |
| Participant deferral / active EE | $4,499 | $4,422+1.7% | $5,680-20.8% | $5,455-17.5% |
| Admin fee / account holder | $228 | $52+338.3% | $13,210-98.3% | $74+208.4% |