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) | $1,556,220 |
ALLSPRING3 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 27 · EIN 95-3692822 | Advisory (Plan) | $870,888 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $783,743 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 19 · EIN 13-3200244 | Securities Custodian | $293,019 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 33 · EIN 84-0965407 | Participant communication; Other inve... | $6,172 |
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 | $107,174 | $106,994+0.2% | $135,903-21.1% | $96,393+11.2% |
| Participation rate | 78.6% | 72.5%+6.0pp | 81.9%-3.3pp | 71.3%+7.3pp |
| Annual return | 20.06% | 26.64%-6.6pp | 68.23%-48.2pp | 22.88%-2.8pp |
| Employer contribution / active EE | $2,987 | $3,391-11.9% | $4,856-38.5% | $3,238-7.8% |
| Participant deferral / active EE | $8,707 | $7,968+9.3% | $7,758+12.2% | $5,455+59.6% |
| Admin fee / account holder | $113 | $79+43.1% | $10,762-98.9% | $74+53.1% |