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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $188,720 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $17,088 |
BENECO SYSTEMS, LLC9+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $102 |
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 | $90,538 | $82,917+9.2% | $103,333-12.4% | $77,643+16.6% |
| Participation rate | 94.6% | 71.6%+23.0pp | 74.5%+20.0pp | 70.6%+24.0pp |
| Annual return | 11.70% | 19.13%-7.4pp | 24.88%-13.2pp | 31.24%-19.5pp |
| Employer contribution / active EE | $18,260 | $3,552+414.2% | $3,868+372.1% | $2,726+569.9% |
| Participant deferral / active EE | $10,621 | $4,108+158.5% | $5,057+110.0% | $4,647+128.5% |
| Admin fee / account holder | $87 | $638-86.3% | $8,355-99.0% | $430-79.7% |