Filed March 29, 2006
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 |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $49,388 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $30,950 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $29,208 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,593 | $54,193+177.9% | $93,606+60.9% | $77,643+94.0% |
| Participation rate | 73.8% | 63.9%+9.8pp | 68.7%+5.1pp | 70.6%+3.2pp |
| Annual return | 13.62% | 30.54%-16.9pp | 133.20%-119.6pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,765 | $1,168+136.8% | $2,420+14.3% | $2,726+1.5% |
| Participant deferral / active EE | $5,127 | $3,144+63.1% | $4,411+16.2% | $4,647+10.3% |
| Admin fee / account holder | $186 | $576-67.7% | $8,285-97.8% | $430-56.9% |