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 | $40,165 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $3,497 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,423 | $47,126+7.0% | $149,673-66.3% | $74,419-32.2% |
| Participation rate | 97.5% | 63.4%+34.1pp | 78.8%+18.7pp | 70.7%+26.8pp |
| Annual return | 18.27% | 22.75%-4.5pp | 134.42%-116.1pp | 34.38%-16.1pp |
| Employer contribution / active EE | $1,794 | $1,905-5.8% | $4,818-62.8% | $2,637-32.0% |
| Participant deferral / active EE | $3,143 | $2,728+15.2% | $5,680-44.7% | $4,528-30.6% |
| Admin fee / account holder | $36 | $343-89.4% | $13,210-99.7% | $348-89.5% |