Filed December 28, 2004 (most recent of 3 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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $141,155 |
Service code 13 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Contract Administrator | $45,000 |
Service code 28 · EIN 13-4284240 | Investment Management | $34,250 |
Service code 10 · EIN 35-1346211 | Accounting | $20,100 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $11,124 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,281 | $140,190-24.2% | $115,756-8.2% | $77,904+36.4% |
| Participation rate | 98.8% | 81.0%+17.8pp | 77.1%+21.7pp | 73.7%+25.1pp |
| Annual return | 47.47% | -13.46%+60.9pp | 143.14%-95.7pp | 12.21%+35.3pp |
| Employer contribution / active EE | $3,222 | $3,169+1.7% | $3,793-15.1% | $2,848+13.1% |
| Participant deferral / active EE | $5,406 | $5,401+0.1% | $6,254-13.6% | $4,806+12.5% |
| Admin fee / account holder | $48 | $138-65.1% | $8,124-99.4% | $133-63.6% |