Filed September 13, 2006 (most recent of 3 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 | $462,410 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $103,780 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $12,994 |
Service code 99 1 TALBOTS DR · HINGHAM, MA 02043 | Other Fees | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,998 | $48,698+15.0% | $93,606-40.2% | $199,593-71.9% |
| Participation rate | 60.4% | 63.5%-3.2pp | 68.7%-8.4pp | 72.0%-11.6pp |
| Annual return | 16.13% | 15.34%+0.8pp | 133.20%-117.1pp | 34.25%-18.1pp |
| Employer contribution / active EE | $500 | $1,135-56.0% | $2,420-79.4% | $3,034-83.5% |
| Participant deferral / active EE | $2,211 | $2,817-21.5% | $4,411-49.9% | $5,087-56.5% |
| Admin fee / account holder | $140 | $195-28.3% | $8,285-98.3% | $269-48.0% |