Filed April 26, 2002 (most recent of 8 filings on file)
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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $233,744 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $166,784 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Custodial (other than securities); Di... | $123,206 |
RUBINBROWN LLP10+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $19,923 |
CALLAN LLC4 years Filed as: CALLAN ASSOCIATES, INC Service code 16 · EIN 94-2192581 | Consulting | $8,982 |
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 | $144,792 | $2,679,533-94.6% | $164,866-12.2% | $199,768-27.5% |
| Participation rate | 86.7% | 78.3%+8.4pp | 78.6%+8.1pp | 72.0%+14.7pp |
| Annual return | 13.19% | 17.93%-4.7pp | 69.97%-56.8pp | 34.26%-21.1pp |
| Employer contribution / active EE | $4,952 | $2,970+66.7% | $4,343+14.0% | $3,037+63.1% |
| Participant deferral / active EE | $5,831 | $5,010+16.4% | $6,033-3.3% | $5,090+14.6% |
| Admin fee / account holder | $101 | $1,982-94.9% | $12,689-99.2% | $269-62.4% |