Filed June 6, 2003
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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $208,369 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $165,143 |
Service code 16 · EIN 34-1820650 | Consulting | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,590 | $36,728+152.1% | $56,411+64.1% | $99,062-6.5% |
| Participation rate | 21.2% | 25.4%-4.2pp | 52.5%-31.2pp | 71.6%-50.4pp |
| Annual return | 15.29% | 14.66%+0.6pp | 1701.33%-1686.0pp | 17.66%-2.4pp |
| Employer contribution / active EE | $625 | $415+50.7% | $1,039-39.8% | $3,262-80.8% |
| Participant deferral / active EE | $1,241 | $1,058+17.3% | $1,952-36.4% | $5,331-76.7% |
| Admin fee / account holder | $118 | $113+4.1% | $2,829-95.8% | $109+8.0% |