Filed April 19, 1995
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 |
|---|---|---|
WITHUMSMITH+BROWN, PC4 years Service code 10 · EIN 22-2027092 | Accounting | $75,881 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $29,411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $150,375 | $56,734+165.1% | $68,368+120.0% | $103,975+44.6% |
| Participation rate | 56.6% | 61.6%-5.0pp | 73.8%-17.1pp | 72.5%-15.9pp |
| Annual return | 13.28% | 13.73%-0.4pp | 292.57%-279.3pp | 19.41%-6.1pp |
| Employer contribution / active EE | $1,914 | $1,867+2.5% | $2,649-27.8% | $3,722-48.6% |
| Participant deferral / active EE | $7,698 | $2,940+161.8% | $4,123+86.7% | $5,343+44.1% |
| Admin fee / account holder | $96 | $263-63.6% | $5,150-98.1% | $332-71.2% |