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 ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $190,494 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $180,799 |
Service code 16 · EIN 34-1820650 | Consulting | $600 |
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 | $84,242 | $45,365+85.7% | $58,482+44.0% | $96,393-12.6% |
| Participation rate | 16.5% | 30.9%-14.3pp | 50.9%-34.3pp | 71.3%-54.7pp |
| Annual return | 17.39% | 20.48%-3.1pp | 4239.32%-4221.9pp | 22.88%-5.5pp |
| Employer contribution / active EE | $474 | $584-18.9% | $1,053-55.0% | $3,238-85.4% |
| Participant deferral / active EE | $969 | $1,304-25.7% | $1,924-49.6% | $5,455-82.2% |
| Admin fee / account holder | $117 | $74+57.3% | $2,516-95.4% | $74+58.0% |