Filed August 18, 1
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 | $174,366 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $94,249 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,529 | $104,697-46.0% | $96,544-41.4% | $80,160-29.5% |
| Participation rate | 94.3% | 86.4%+7.9pp | 76.0%+18.4pp | 72.9%+21.4pp |
| Annual return | 16.27% | 21.78%-5.5pp | 25.84%-9.6pp | 40.38%-24.1pp |
| Employer contribution / active EE | $1,771 | $3,536-49.9% | $2,965-40.3% | $2,978-40.5% |
| Participant deferral / active EE | $3,370 | $6,188-45.5% | $4,851-30.5% | $5,017-32.8% |
| Admin fee / account holder | $77 | $107-28.0% | $8,252-99.1% | $145-47.0% |