Filed October 18, 2004 (most recent of 4 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 | $753,298 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $154,406 |
Service code 16 · EIN 34-1820650 | Consulting | $300 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,947 | $67,679+72.8% | $155,509-24.8% | $99,062+18.1% |
| Participation rate | 76.2% | 67.2%+9.0pp | 78.2%-2.0pp | 71.6%+4.6pp |
| Annual return | 14.77% | 16.16%-1.4pp | 64.67%-49.9pp | 17.66%-2.9pp |
| Employer contribution / active EE | $3,053 | $2,268+34.6% | $4,672-34.7% | $3,262-6.4% |
| Participant deferral / active EE | $5,799 | $3,828+51.5% | $5,626+3.1% | $5,331+8.8% |
| Admin fee / account holder | $107 | $94+14.2% | $15,912-99.3% | $109-1.8% |