Filed January 14, 1998 (most recent of 2 filings on file)
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 5-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 Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $122,236 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $50,000 |
BD & COMPANY INC2 years Filed as: BD & COMPANY, INC Service code 10 · EIN 45-1135289 | Accounting | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $72,729 | $44,626+63.0% | $86,188-15.6% | $80,160-9.3% |
| Participation rate | 17.7% | 63.5%-45.8pp | 69.0%-51.2pp | 72.9%-55.2pp |
| Annual return | 22.81% | 19.61%+3.2pp | 1168.45%-1145.6pp | 40.38%-17.6pp |
| Employer contribution / active EE | $394 | $1,099-64.1% | $2,380-83.4% | $2,978-86.8% |
| Participant deferral / active EE | $1,222 | $2,769-55.9% | $3,985-69.3% | $5,017-75.6% |
| Admin fee / account holder | $132 | $133-1.0% | $6,852-98.1% | $145-9.0% |