Filed July 9, 2007 (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 ANNUITY INSURANCE COMPANY Service code 27 3401 MASONS MILL RD STE 601 · HUNTINGDON VALLEY, PA 190063527 | Advisory (Plan) | $116,109 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,292 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,815 | $50,815-37.4% | $155,509-79.5% | $77,643-59.0% |
| Participation rate | 95.7% | 63.1%+32.6pp | 78.2%+17.5pp | 70.6%+25.2pp |
| Annual return | 14.50% | 34.80%-20.3pp | 64.67%-50.2pp | 31.24%-16.7pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,556 | $2,822+61.4% | $5,626-19.0% | $4,647-2.0% |
| Admin fee / account holder | $156 | $437-64.2% | $15,912-99.0% | $430-63.7% |