Filed December 8, 1994 (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) | $524,146 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $183,672 |
NEPC, LLC9+ years Filed as: NEPC LLC Service code 16 BOX 4110 · WOBURN, MA 018884110 | Consulting | $145,000 |
KPMG LLP2 years Service code 10 PO BOX 120608 · DALLAS, TX 753120608 | Accounting | $55,000 |
TROUTMAN SANDERS LLP3 years Filed as: TROUTMAN SANDERS LOCKERMAN & ASHMOR Service code 26 600 PEACHTREE STREET · ATLANTA, GA 30308 | Advisory (Participants) | $27,547 |
AON CONSULTING4 years Filed as: AON CONSULTING INC DBA HEWITT ASSOC Service code 50 1100 REYNOLDS BLVD 4TH FL · WINSTON SALEM, NC 27105 | Direct Payment | $13,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage; Participant com... | $2,190 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $341,628 | $112,686+203.2% | $169,993+101.0% | $80,160+326.2% |
| Participation rate | 98.7% | 87.4%+11.3pp | 87.0%+11.7pp | 72.9%+25.8pp |
| Annual return | 18.43% | 67.04%-48.6pp | 53.37%-34.9pp | 40.38%-22.0pp |
| Employer contribution / active EE | $15,825 | $4,481+253.1% | $6,785+133.2% | $2,978+431.4% |
| Participant deferral / active EE | $13,689 | $7,876+73.8% | $10,408+31.5% | $5,017+172.8% |
| Admin fee / account holder | $276 | $99+178.7% | $12,815-97.8% | $145+90.6% |