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 | $236,601 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $63,907 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,011 | $122,693+6.0% | $184,203-29.4% | $199,593-34.9% |
| Participation rate | 97.8% | 86.8%+11.1pp | 86.8%+11.0pp | 72.0%+25.9pp |
| Annual return | 20.19% | 143.91%-123.7pp | 28.81%-8.6pp | 34.25%-14.1pp |
| Employer contribution / active EE | $2,529 | $4,584-44.8% | $6,427-60.7% | $3,034-16.7% |
| Participant deferral / active EE | $6,350 | $7,990-20.5% | $9,131-30.5% | $5,087+24.8% |
| Admin fee / account holder | $121 | $121+0.3% | $13,901-99.1% | $269-55.0% |