Filed November 10, 2004 (most recent of 2 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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,655,564 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 27 · EIN 95-3692822 | Advisory (Plan) | $970,850 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $810,958 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 19 · EIN 13-3200244 | Securities Custodian | $369,831 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Participant communication; Other inve... | $3,413 |
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 | $89,252 | $90,195-1.0% | $125,339-28.8% | $89,394-0.2% |
| Participation rate | 76.6% | 72.4%+4.1pp | 82.4%-5.8pp | 71.3%+5.3pp |
| Annual return | -15.98% | -6.51%-9.5pp | 572.05%-588.0pp | -11.89%-4.1pp |
| Employer contribution / active EE | $2,721 | $3,043-10.6% | $4,814-43.5% | $3,022-10.0% |
| Participant deferral / active EE | $7,979 | $7,170+11.3% | $7,446+7.1% | $5,123+55.7% |
| Admin fee / account holder | $109 | $69+57.0% | $10,010-98.9% | $79+37.0% |