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 | $106,159 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $50,772 |
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 | $119,193 | $88,480+34.7% | $96,683+23.3% | $80,160+48.7% |
| Participation rate | 95.8% | 79.9%+15.9pp | 74.3%+21.4pp | 72.9%+22.9pp |
| Annual return | 19.38% | 22.53%-3.1pp | 35.69%-16.3pp | 40.38%-21.0pp |
| Employer contribution / active EE | $9,883 | $4,176+136.6% | $3,737+164.5% | $2,978+231.9% |
| Participant deferral / active EE | $6,556 | $3,959+65.6% | $4,878+34.4% | $5,017+30.7% |
| Admin fee / account holder | $98 | $212-53.9% | $6,730-98.6% | $145-32.7% |