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 | $121,641 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $83,914 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,868 | $103,641+46.5% | $107,525+41.2% | $102,872+47.6% |
| Participation rate | 95.9% | 79.4%+16.5pp | 75.1%+20.8pp | 73.0%+22.9pp |
| Annual return | 17.78% | 13.08%+4.7pp | 181.32%-163.5pp | 19.06%-1.3pp |
| Employer contribution / active EE | $5,035 | $5,096-1.2% | $3,754+34.1% | $3,526+42.8% |
| Participant deferral / active EE | $7,572 | $3,789+99.8% | $5,116+48.0% | $5,535+36.8% |
| Admin fee / account holder | $124 | $276-55.0% | $8,919-98.6% | $292-57.5% |