Filed January 30, 2006 (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 15 · EIN 84-0467907 | Recordkeeping | $856,120 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $640,976 |
NEPC, LLC2 years Filed as: NEPC LLC Service code 27 BOX 4110 · WOBURN, MA 018884110 | Advisory (Plan) | $163,154 |
CLIFTONLARSONALLEN LLP2 years Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $17,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $133,139 | $53,531+148.7% | $86,188+54.5% | $96,393+38.1% |
| Participation rate | 49.0% | 53.4%-4.4pp | 69.0%-20.0pp | 71.3%-22.3pp |
| Annual return | 18.45% | 20.51%-2.1pp | 1168.45%-1150.0pp | 22.88%-4.4pp |
| Employer contribution / active EE | $1,445 | $1,158+24.7% | $2,380-39.3% | $3,238-55.4% |
| Participant deferral / active EE | $3,530 | $1,965+79.6% | $3,985-11.4% | $5,455-35.3% |
| Admin fee / account holder | $91 | $55+64.1% | $6,852-98.7% | $74+23.1% |