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 | $118,289 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $54,322 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,518 | $110,299-42.4% | $102,423-38.0% | $199,593-68.2% |
| Participation rate | 95.5% | 86.3%+9.3pp | 76.5%+19.0pp | 72.0%+23.6pp |
| Annual return | 13.60% | 35.73%-22.1pp | 29.32%-15.7pp | 34.25%-20.6pp |
| Employer contribution / active EE | $2,493 | $3,603-30.8% | $3,023-17.5% | $3,034-17.8% |
| Participant deferral / active EE | $3,536 | $6,376-44.5% | $5,053-30.0% | $5,087-30.5% |
| Admin fee / account holder | $50 | $122-59.2% | $9,451-99.5% | $269-81.5% |