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 15 · EIN 84-0467907 | Recordkeeping | $387,401 |
MERCER4 years Filed as: MERCER (US) INC Service code 16 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $59,535 |
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 | $99,083 | $110,299-10.2% | $102,423-3.3% | $199,593-50.4% |
| Participation rate | 96.2% | 86.3%+9.9pp | 76.5%+19.7pp | 72.0%+24.2pp |
| Annual return | 14.32% | 35.73%-21.4pp | 29.32%-15.0pp | 34.25%-19.9pp |
| Employer contribution / active EE | $3,095 | $3,603-14.1% | $3,023+2.4% | $3,034+2.0% |
| Participant deferral / active EE | $7,564 | $6,376+18.6% | $5,053+49.7% | $5,087+48.7% |
| Admin fee / account holder | $68 | $122-44.6% | $9,451-99.3% | $269-74.8% |