Filed December 30, 1992
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 |
|---|---|---|
Service code 99 PO BOX 735399 · DALLAS, TX 753735399 | Other Fees | $31,726 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $11,312 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,858 | $99,078+11.9% | $96,544+14.8% | $74,419+49.0% |
| Participation rate | 53.5% | 80.7%-27.2pp | 76.0%-22.5pp | 70.7%-17.2pp |
| Annual return | 14.92% | 22.48%-7.6pp | 25.84%-10.9pp | 34.38%-19.5pp |
| Employer contribution / active EE | $777 | $2,570-69.8% | $2,965-73.8% | $2,637-70.6% |
| Participant deferral / active EE | $4,494 | $4,933-8.9% | $4,851-7.4% | $4,528-0.8% |
| Admin fee / account holder | $85 | $225-62.3% | $8,252-99.0% | $348-75.7% |