Filed October 21, 1997
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 |
|---|---|---|
BENECO SYSTEMS, LLC8+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $278,469 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,814 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,679 | $88,480-43.9% | $96,683-48.6% | $80,160-38.0% |
| Participation rate | 93.8% | 79.9%+13.9pp | 74.3%+19.4pp | 72.9%+20.8pp |
| Annual return | 93.77% | 22.53%+71.2pp | 35.69%+58.1pp | 40.38%+53.4pp |
| Employer contribution / active EE | $6,121 | $4,176+46.6% | $3,737+63.8% | $2,978+105.6% |
| Participant deferral / active EE | $6,444 | $3,959+62.8% | $4,878+32.1% | $5,017+28.4% |
| Admin fee / account holder | $70 | $212-67.0% | $6,730-99.0% | $145-51.8% |