Filed June 26, 1992
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 Service code 15 · EIN 84-0467907 | Recordkeeping | $353,189 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $11,640 |
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 | $61,017 | $71,813-15.0% | $119,609-49.0% | $78,044-21.8% |
| Participation rate | 94.1% | 81.7%+12.4pp | 79.3%+14.8pp | 74.4%+19.6pp |
| Annual return | -17.13% | -13.80%-3.3pp | -14.97%-2.2pp | 10.87%-28.0pp |
| Employer contribution / active EE | $2,644 | $2,836-6.8% | $4,232-37.5% | $3,125-15.4% |
| Participant deferral / active EE | $6,339 | $4,953+28.0% | $5,602+13.1% | $5,084+24.7% |
| Admin fee / account holder | $3 | $81-96.1% | $10,323-100.0% | $79-96.0% |