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 ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $91,017 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $2,987 |
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 | $57,500 | $50,127+14.7% | $149,673-61.6% | $80,160-28.3% |
| Participation rate | 94.7% | 64.3%+30.4pp | 78.8%+16.0pp | 72.9%+21.8pp |
| Annual return | 16.13% | 29.82%-13.7pp | 134.42%-118.3pp | 40.38%-24.3pp |
| Employer contribution / active EE | $1,337 | $1,865-28.3% | $4,818-72.3% | $2,978-55.1% |
| Participant deferral / active EE | $3,115 | $3,194-2.5% | $5,680-45.2% | $5,017-37.9% |
| Admin fee / account holder | $81 | $153-47.2% | $13,210-99.4% | $145-44.4% |