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) | $466,707 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $251,511 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $233,066 | $151,876+53.5% | $113,168+105.9% | $117,739+98.0% |
| Participation rate | 97.7% | 92.5%+5.1pp | 76.6%+21.1pp | 76.6%+21.0pp |
| Annual return | 15.43% | 15.75%-0.3pp | 24.27%-8.8pp | 17.29%-1.9pp |
| Employer contribution / active EE | $8,701 | $4,598+89.2% | $2,975+192.5% | $3,746+132.3% |
| Participant deferral / active EE | $10,347 | $7,767+33.2% | $5,107+102.6% | $6,128+68.8% |
| Admin fee / account holder | $94 | $70+35.0% | $12,068-99.2% | $112-15.6% |