Filed December 30, 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 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,098 |
Filed as: J P MORGAN BROKER-DEALER Service code 27 HOLDINGS INC DBA J P MORG 277 PARK · NEW YORK, NY 101720003 | Advisory (Plan) | $3,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,261 | $34,934+204.2% | $56,411+88.4% | $74,495+42.6% |
| Participation rate | 55.2% | 32.8%+22.4pp | 52.5%+2.7pp | 67.2%-12.0pp |
| Annual return | 10.18% | 25.94%-15.8pp | 1701.33%-1691.2pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,504 | $609+146.9% | $1,039+44.8% | $2,623-42.7% |
| Participant deferral / active EE | $2,708 | $1,170+131.4% | $1,952+38.7% | $4,346-37.7% |
| Admin fee / account holder | $53 | $2,364-97.8% | $2,829-98.1% | $1,942-97.3% |