Filed April 6, 1994 (most recent of 2 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 | $183,323 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $65,717 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 99 · EIN 84-1532243 | Other Fees | $1,996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,980 | $62,544+56.7% | $129,295-24.2% | $199,768-51.0% |
| Participation rate | 54.0% | 56.8%-2.8pp | 69.6%-15.7pp | 72.0%-18.0pp |
| Annual return | 15.99% | 16.95%-1.0pp | 9429.28%-9413.3pp | 34.26%-18.3pp |
| Employer contribution / active EE | $1,908 | $2,394-20.3% | $4,157-54.1% | $3,037-37.2% |
| Participant deferral / active EE | $2,930 | $3,123-6.2% | $4,169-29.7% | $5,090-42.4% |
| Admin fee / account holder | $139 | $167-17.0% | $7,665-98.2% | $269-48.5% |