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 INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $116,576 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $65,666 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $900 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $332 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,210 | $241,101-44.3% | $103,333+29.9% | $199,593-32.8% |
| Participation rate | 96.6% | 78.3%+18.3pp | 74.5%+22.0pp | 72.0%+24.6pp |
| Annual return | 15.65% | 17.80%-2.1pp | 24.88%-9.2pp | 34.25%-18.6pp |
| Employer contribution / active EE | $9,127 | $4,244+115.1% | $3,868+136.0% | $3,034+200.8% |
| Participant deferral / active EE | $7,243 | $3,958+83.0% | $5,057+43.2% | $5,087+42.4% |
| Admin fee / account holder | $111 | $288-61.4% | $8,355-98.7% | $269-58.7% |