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 | $619,473 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $96,141 |
Service code 16 · EIN 34-1820650 | Consulting | $1,200 |
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 | $74,109 | $45,000+64.7% | $143,757-48.4% | $77,904-4.9% |
| Participation rate | 75.5% | 66.8%+8.7pp | 80.3%-4.8pp | 73.7%+1.8pp |
| Annual return | -13.88% | 29.03%-42.9pp | -0.04%-13.8pp | 12.21%-26.1pp |
| Employer contribution / active EE | $2,905 | $1,870+55.4% | $4,951-41.3% | $2,848+2.0% |
| Participant deferral / active EE | $4,927 | $3,157+56.1% | $5,637-12.6% | $4,806+2.5% |
| Admin fee / account holder | $104 | $98+5.9% | $14,673-99.3% | $133-21.3% |