Filed October 18, 2004
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 15 · EIN 84-0467907 | Recordkeeping | $64,609 |
Filed as: ROCALON INVESTMENT ADVISORS, LLC Service code 27 · EIN 04-3638035 | Advisory (Plan) | $57,920 |
APRIO LLP1 year Service code 10 5 CONCOURSE PKWY STE 1000 · ATLANTA, GA 30328 | Accounting | $23,077 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $4,587 |
ARONSON LLC2 years Filed as: ARONSON, LLC Service code 10 · EIN 37-1611326 | Accounting | $3,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $176,477 | $103,918+69.8% | $94,646+86.5% | $80,160+120.2% |
| Participation rate | 76.2% | 85.8%-9.6pp | 80.8%-4.6pp | 72.9%+3.3pp |
| Annual return | 17.54% | 27.77%-10.2pp | 156.71%-139.2pp | 40.38%-22.8pp |
| Employer contribution / active EE | $5,781 | $3,539+63.4% | $3,672+57.4% | $2,978+94.2% |
| Participant deferral / active EE | $8,413 | $9,528-11.7% | $7,418+13.4% | $5,017+67.7% |
| Admin fee / account holder | $66 | $96-31.3% | $7,231-99.1% | $145-54.3% |