Filed June 14, 2008 (most recent of 6 filings on file)
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 | $250,125 |
Service code 16 · EIN 34-1820650 | Consulting | $2,400 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $346 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,290 | $83,057-26.2% | $143,757-57.4% | $89,394-31.4% |
| Participation rate | 95.0% | 74.0%+20.9pp | 80.3%+14.7pp | 71.3%+23.7pp |
| Annual return | -15.22% | -13.97%-1.2pp | -0.04%-15.2pp | -11.89%-3.3pp |
| Employer contribution / active EE | $2,618 | $2,095+24.9% | $4,951-47.1% | $3,022-13.4% |
| Participant deferral / active EE | $4,583 | $4,281+7.1% | $5,637-18.7% | $5,123-10.6% |
| Admin fee / account holder | $43 | $83-48.1% | $14,673-99.7% | $79-45.7% |