Filed September 6, 1996
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $98,100 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $51,960 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,288 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $50,219 | $66,457-24.4% | $81,438-38.3% | $77,671-35.3% |
| Participation rate | 97.0% | 68.7%+28.3pp | 69.5%+27.5pp | 70.6%+26.5pp |
| Annual return | 13.36% | 15.93%-2.6pp | 24.74%-11.4pp | 31.21%-17.8pp |
| Employer contribution / active EE | $3,958 | $2,159+83.3% | $2,460+60.9% | $2,726+45.2% |
| Participant deferral / active EE | $5,343 | $3,679+45.2% | $3,883+37.6% | $4,648+15.0% |
| Admin fee / account holder | $154 | $583-73.6% | $5,764-97.3% | $430-64.3% |