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 | $100,974 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $22,785 |
CLIFTONLARSONALLEN LLP2 years Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $16,800 |
NEPC, LLC3 years Filed as: NEPC LLC Service code 27 DEPT 3570 BOX 4410 · WOBURN, MA 10888 | Advisory (Plan) | $16,721 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,607 | $47,202-47.9% | $93,606-73.7% | $99,062-75.2% |
| Participation rate | 39.8% | 57.3%-17.5pp | 68.7%-28.9pp | 71.6%-31.8pp |
| Annual return | 12.29% | 13.08%-0.8pp | 133.20%-120.9pp | 17.66%-5.4pp |
| Employer contribution / active EE | $65 | $1,134-94.3% | $2,420-97.3% | $3,262-98.0% |
| Participant deferral / active EE | $1,120 | $2,296-51.2% | $4,411-74.6% | $5,331-79.0% |
| Admin fee / account holder | $75 | $86-13.2% | $8,285-99.1% | $109-31.6% |