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 | $308,397 |
MERCER3 years Filed as: MERCER (US) INC Service code 16 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $92,550 |
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 | $92,089 | $118,464-22.3% | $96,544-4.6% | $103,482-11.0% |
| Participation rate | 96.8% | 89.0%+7.8pp | 76.0%+20.8pp | 73.3%+23.5pp |
| Annual return | 16.99% | 18.79%-1.8pp | 25.84%-8.9pp | 33.11%-16.1pp |
| Employer contribution / active EE | $2,886 | $4,210-31.5% | $2,965-2.7% | $3,208-10.0% |
| Participant deferral / active EE | $6,916 | $7,277-5.0% | $4,851+42.6% | $5,207+32.8% |
| Admin fee / account holder | $58 | $81-28.0% | $8,252-99.3% | $114-48.8% |