Filed April 12, 2000 (most recent of 4 filings on file)
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 O Service code 62 · EIN 84-0467907 | Recordkeeping fees; Float revenue | $8,118 |
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 | $90,603 | $47,898+89.2% | $117,472-22.9% | $64,808+39.8% |
| Participation rate | 74.6% | 61.9%+12.7pp | 70.6%+4.0pp | 71.5%+3.1pp |
| Annual return | -15.96% | -15.54%-0.4pp | 29.74%-45.7pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,881 | $1,774+62.4% | $4,176-31.0% | $2,506+15.0% |
| Participant deferral / active EE | $4,839 | $3,151+53.6% | $4,070+18.9% | $4,310+12.3% |
| Admin fee / account holder | $17 | $132-87.1% | $5,645-99.7% | $188-91.0% |