Filed May 7, 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 |
|---|---|---|
ABHE & SVOBODA INC1 year Service code 99 18100 DAIRY LN · JORDAN, MN 55352 | Other Fees | $12,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,855 |
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 | $120,770 | $80,724+49.6% | $103,333+16.9% | $74,495+62.1% |
| Participation rate | 93.1% | 65.7%+27.5pp | 74.5%+18.6pp | 67.2%+25.9pp |
| Annual return | 11.96% | 27.56%-15.6pp | 24.88%-12.9pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $10,003 | $3,157+216.8% | $3,868+158.6% | $2,623+281.4% |
| Participant deferral / active EE | $5,928 | $3,860+53.6% | $5,057+17.2% | $4,346+36.4% |
| Admin fee / account holder | $75 | $2,368-96.8% | $8,355-99.1% | $1,942-96.1% |