Filed April 29, 2014 (most recent of 4 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 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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $229,004 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $47,011 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,813 | $112,686+8.1% | $169,993-28.3% | $80,160+52.0% |
| Participation rate | 97.3% | 87.4%+10.0pp | 87.0%+10.4pp | 72.9%+24.4pp |
| Annual return | 12.76% | 67.04%-54.3pp | 53.37%-40.6pp | 40.38%-27.6pp |
| Employer contribution / active EE | $3,053 | $4,481-31.9% | $6,785-55.0% | $2,978+2.5% |
| Participant deferral / active EE | $8,231 | $7,876+4.5% | $10,408-20.9% | $5,017+64.0% |
| Admin fee / account holder | $117 | $99+17.9% | $12,815-99.1% | $145-19.4% |