Filed September 25, 1992
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 | $433,451 |
Filed as: QDRO CONSULTANTS COMPANY Service code 16 · EIN 34-1820650 | Consulting | $600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,386 | $151,876-58.3% | $113,168-44.0% | $117,739-46.2% |
| Participation rate | 96.9% | 92.5%+4.4pp | 76.6%+20.4pp | 76.6%+20.3pp |
| Annual return | 16.73% | 15.75%+1.0pp | 24.27%-7.5pp | 17.29%-0.6pp |
| Employer contribution / active EE | $2,903 | $4,598-36.9% | $2,975-2.4% | $3,746-22.5% |
| Participant deferral / active EE | $5,151 | $7,767-33.7% | $5,107+0.9% | $6,128-15.9% |
| Admin fee / account holder | $68 | $70-3.1% | $12,068-99.4% | $112-39.4% |