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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $195,923 |
MERCER1+ years Filed as: MERCER (US) INC Service code 99 21875 NETWORK PLACE · CHICAGO, IL 60673 | Other Fees | $21,465 |
Filed as: FMR LLC DBA FIDELITY INVESTMENTS Service code 99 PO BOX 73307 · CHICAGO, IL 60673 | Other Fees | $18,735 |
AGILIS PARTNERS LLC1+ years Service code 27 130 TURNER ST BLDG 3 STE 510 · WALTHAM, MA 02453 | Advisory (Plan) | $8,750 |
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 | $78,817 | $110,299-28.5% | $102,423-23.0% | $199,593-60.5% |
| Participation rate | 93.9% | 86.3%+7.6pp | 76.5%+17.4pp | 72.0%+21.9pp |
| Annual return | 15.73% | 35.73%-20.0pp | 29.32%-13.6pp | 34.25%-18.5pp |
| Employer contribution / active EE | $2,350 | $3,603-34.8% | $3,023-22.3% | $3,034-22.6% |
| Participant deferral / active EE | $5,179 | $6,376-18.8% | $5,053+2.5% | $5,087+1.8% |
| Admin fee / account holder | $63 | $122-48.1% | $9,451-99.3% | $269-76.4% |