Filed September 21, 2001 (most recent of 3 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) | $965,596 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $556,701 |
GRANT THORNTON LLP2 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $40,281 |
PROSKAUER ROSE LLP1 year Service code 29 ELVEN TIMES SQUARE CNEW YORK 2 · NEW YORK, NY 10036 | Legal | $32,164 |
Service code 99 ONE PPG PLACE, SUITE 600 · PITTSBURGH, PA 15222 | Other Fees | $15,000 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Securities brokerage; Participant com... | $7,321 |
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 | $187,307 | $141,418+32.4% | $94,646+97.9% | $96,393+94.3% |
| Participation rate | 88.2% | 86.8%+1.4pp | 80.8%+7.4pp | 71.3%+16.9pp |
| Annual return | 21.37% | 21.96%-0.6pp | 156.71%-135.3pp | 22.88%-1.5pp |
| Employer contribution / active EE | $5,799 | $4,361+33.0% | $3,672+57.9% | $3,238+79.1% |
| Participant deferral / active EE | $10,048 | $10,695-6.1% | $7,418+35.5% | $5,455+84.2% |
| Admin fee / account holder | $83 | $82+0.5% | $7,231-98.9% | $74+12.1% |