Filed January 6, 2006
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 INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $826,999 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $143,406 |
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 | $123,709 | $67,679+82.8% | $155,509-20.4% | $99,062+24.9% |
| Participation rate | 77.8% | 67.2%+10.6pp | 78.2%-0.4pp | 71.6%+6.2pp |
| Annual return | 14.04% | 16.16%-2.1pp | 64.67%-50.6pp | 17.66%-3.6pp |
| Employer contribution / active EE | $3,078 | $2,268+35.7% | $4,672-34.1% | $3,262-5.6% |
| Participant deferral / active EE | $5,375 | $3,828+40.4% | $5,626-4.5% | $5,331+0.8% |
| Admin fee / account holder | $174 | $94+85.6% | $15,912-98.9% | $109+59.5% |