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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $391,067 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $302,493 |
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 | $173,794 | $130,141+33.5% | $86,677+100.5% | $77,904+123.1% |
| Participation rate | 94.4% | 85.9%+8.4pp | 76.6%+17.8pp | 73.7%+20.7pp |
| Annual return | -15.53% | -12.75%-2.8pp | 35.91%-51.4pp | 12.21%-27.7pp |
| Employer contribution / active EE | $7,784 | $3,220+141.7% | $2,836+174.4% | $2,848+173.3% |
| Participant deferral / active EE | $8,577 | $5,757+49.0% | $4,656+84.2% | $4,806+78.5% |
| Admin fee / account holder | $108 | $132-18.2% | $7,493-98.6% | $133-18.7% |