Filed February 22, 1993
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 INS.CO. OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $99,428 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $38,326 |
Service code 16 · EIN 34-1820650 | Consulting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,151 | $76,774+38.3% | $112,228-5.4% | $77,904+36.3% |
| Participation rate | 95.4% | 80.2%+15.3pp | 75.1%+20.4pp | 73.7%+21.8pp |
| Annual return | -16.47% | -10.25%-6.2pp | 27.45%-43.9pp | 12.21%-28.7pp |
| Employer contribution / active EE | $11,824 | $3,977+197.3% | $3,635+225.3% | $2,848+315.2% |
| Participant deferral / active EE | $6,347 | $3,778+68.0% | $4,728+34.2% | $4,806+32.1% |
| Admin fee / account holder | $93 | $239-61.1% | $6,410-98.5% | $133-29.9% |