Filed April 4, 2011
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) | $89,359 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $11,847 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,371 | $46,292+13.1% | $143,757-63.6% | $64,808-19.2% |
| Participation rate | 94.8% | 64.2%+30.6pp | 80.3%+14.5pp | 71.5%+23.4pp |
| Annual return | -15.78% | -10.05%-5.7pp | -0.04%-15.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,391 | $1,910-27.2% | $4,951-71.9% | $2,506-44.5% |
| Participant deferral / active EE | $3,249 | $2,646+22.8% | $5,637-42.4% | $4,310-24.6% |
| Admin fee / account holder | $88 | $154-43.0% | $14,673-99.4% | $188-53.3% |