Filed December 6, 2005
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 O Service code 27 · EIN 84-0467907 | Advisory (Plan) | $86,693 |
Service code 15 · EIN 43-1451524 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Recordkeeping | $50,000 |
Service code 13 · EIN 46-2919997 | Contract Administrator | $5,634 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $151,317 | $46,292+226.9% | $143,757+5.3% | $64,808+133.5% |
| Participation rate | 99.6% | 64.2%+35.4pp | 80.3%+19.3pp | 71.5%+28.2pp |
| Annual return | -12.13% | -10.05%-2.1pp | -0.04%-12.1pp | 32.82%-44.9pp |
| Employer contribution / active EE | $1,926 | $1,910+0.8% | $4,951-61.1% | $2,506-23.2% |
| Participant deferral / active EE | $6,113 | $2,646+131.0% | $5,637+8.4% | $4,310+41.8% |
| Admin fee / account holder | $429 | $154+178.8% | $14,673-97.1% | $188+128.3% |