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 | $68,390 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 20 GLOVER AVE · NORWALK, CT 06820 | Advisory (Plan) | $39,270 |
APRIO LLP2 years Service code 10 PO BOX 117310 · ATLANTA, GA 30368 | Accounting | $20,173 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 27 200 W ST · NEW YORK, NY 10282 | Advisory (Plan) | $12,936 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $11,898 |
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 | $198,386 | $115,744+71.4% | $100,391+97.6% | $199,593-0.6% |
| Participation rate | 99.8% | 85.7%+14.2pp | 81.5%+18.4pp | 72.0%+27.9pp |
| Annual return | 14.19% | 17.79%-3.6pp | 49.20%-35.0pp | 34.25%-20.1pp |
| Employer contribution / active EE | $8,406 | $3,657+129.9% | $3,942+113.3% | $3,034+177.1% |
| Participant deferral / active EE | $12,449 | $9,844+26.5% | $8,082+54.0% | $5,087+144.7% |
| Admin fee / account holder | $68 | $93-27.0% | $7,899-99.1% | $269-74.8% |