Filed March 29, 2006
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 | $64,285 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $5,417 |
Annual investment return 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 | $116,811 | $42,353+175.8% | $79,550+46.8% | $64,808+80.2% |
| Participation rate | 76.7% | 64.8%+11.9pp | 69.5%+7.2pp | 71.5%+5.2pp |
| Annual return | -20.55% | -12.24%-8.3pp | 0.16%-20.7pp | 32.82%-53.4pp |
| Employer contribution / active EE | $4,413 | $1,181+273.8% | $2,413+82.9% | $2,506+76.1% |
| Participant deferral / active EE | $4,968 | $3,170+56.7% | $3,985+24.7% | $4,310+15.2% |
| Admin fee / account holder | $98 | $160-38.4% | $6,832-98.6% | $188-47.6% |