Filed December 31, 1992
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 9-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 99 PO BOX 198928 · NASHVILLE, TN 37238 | Other Fees | $37,500 |
HOGANTAYLOR LLP1 year Service code 10 DEPT #308 PO BOX 21568 · TULSA, OK 74121 | Accounting | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $8,107 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,630 | $92,971-1.4% | $96,683-5.2% | $74,419+23.1% |
| Participation rate | 92.7% | 71.5%+21.2pp | 74.3%+18.4pp | 70.7%+22.0pp |
| Annual return | 15.50% | 37.49%-22.0pp | 35.69%-20.2pp | 34.38%-18.9pp |
| Employer contribution / active EE | $1,569 | $3,426-54.2% | $3,737-58.0% | $2,637-40.5% |
| Participant deferral / active EE | $5,486 | $3,970+38.2% | $4,878+12.5% | $4,528+21.2% |
| Admin fee / account holder | $116 | $633-81.7% | $6,730-98.3% | $348-66.7% |