Filed February 23, 1
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 8-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 15 · EIN 84-0467907 | Recordkeeping | $1,748,686 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,180,040 |
ROCATON INVESTMENT ADVISORS, LLC6+ years Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 20 GLOVER AVE · NORWALK, CT 06820 | Advisory (Plan) | $409,486 |
QDRO CONSULTANTS COMPANY, LLC6+ years Service code 16 · EIN 34-1820650 | Consulting | $12,600 |
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 | $97,853 | $185,545-47.3% | $90,749+7.8% | $89,394+9.5% |
| Participation rate | 87.7% | 85.0%+2.7pp | 75.7%+12.0pp | 71.3%+16.4pp |
| Annual return | -14.21% | -13.56%-0.7pp | -12.16%-2.1pp | -11.89%-2.3pp |
| Employer contribution / active EE | $4,448 | $7,210-38.3% | $2,921+52.3% | $3,022+47.2% |
| Participant deferral / active EE | $5,924 | $9,550-38.0% | $4,564+29.8% | $5,123+15.6% |
| Admin fee / account holder | $81 | $100-19.3% | $8,445-99.0% | $79+1.8% |