Filed January 31, 2011
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $197,408 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $19,164 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,083 | $110,299-68.2% | $102,423-65.7% | $199,593-82.4% |
| Participation rate | 95.8% | 86.3%+9.6pp | 76.5%+19.4pp | 72.0%+23.9pp |
| Annual return | 14.16% | 35.73%-21.6pp | 29.32%-15.2pp | 34.25%-20.1pp |
| Employer contribution / active EE | $2,197 | $3,603-39.0% | $3,023-27.3% | $3,034-27.6% |
| Participant deferral / active EE | $2,937 | $6,376-53.9% | $5,053-41.9% | $5,087-42.3% |
| Admin fee / account holder | $47 | $122-61.9% | $9,451-99.5% | $269-82.7% |