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 | $640,335 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $122,357 |
Service code 16 · EIN 34-1820650 | Consulting | $900 |
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 | $86,452 | $50,127+72.5% | $149,673-42.2% | $80,160+7.9% |
| Participation rate | 79.9% | 64.3%+15.6pp | 78.8%+1.1pp | 72.9%+7.0pp |
| Annual return | 21.55% | 29.82%-8.3pp | 134.42%-112.9pp | 40.38%-18.8pp |
| Employer contribution / active EE | $3,151 | $1,865+69.0% | $4,818-34.6% | $2,978+5.8% |
| Participant deferral / active EE | $5,436 | $3,194+70.2% | $5,680-4.3% | $5,017+8.3% |
| Admin fee / account holder | $106 | $153-30.7% | $13,210-99.2% | $145-27.0% |