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 15 · EIN 84-0467907 | Recordkeeping | $185,009 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $59,309 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $47,935 |
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 | $107,836 | $103,641+4.0% | $107,525+0.3% | $102,872+4.8% |
| Participation rate | 93.7% | 79.4%+14.3pp | 75.1%+18.6pp | 73.0%+20.7pp |
| Annual return | 15.85% | 13.08%+2.8pp | 181.32%-165.5pp | 19.06%-3.2pp |
| Employer contribution / active EE | $10,217 | $5,096+100.5% | $3,754+172.2% | $3,526+189.7% |
| Participant deferral / active EE | $8,826 | $3,789+132.9% | $5,116+72.5% | $5,535+59.5% |
| Admin fee / account holder | $121 | $276-56.1% | $8,919-98.6% | $292-58.5% |