Filed June 28, 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 INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $31,064 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $2,108 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,927 | $56,423+456.4% | $77,163+306.8% | $71,457+339.3% |
| Participation rate | 98.4% | 64.3%+34.1pp | 69.6%+28.8pp | 67.9%+30.5pp |
| Annual return | 12.99% | 19.05%-6.1pp | 37.87%-24.9pp | 28.85%-15.9pp |
| Employer contribution / active EE | $13,582 | $1,866+627.9% | $2,535+435.8% | $2,588+424.9% |
| Participant deferral / active EE | $10,603 | $3,142+237.5% | $3,833+176.6% | $4,289+147.2% |
| Admin fee / account holder | $114 | $1,429-92.0% | $5,472-97.9% | $1,587-92.8% |