Filed May 2, 2019 (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 Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $159,242 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $92,877 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $380 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,370 | $95,274+83.0% | $135,903+28.3% | $74,419+134.3% |
| Participation rate | 78.7% | 78.2%+0.5pp | 81.9%-3.2pp | 70.7%+8.0pp |
| Annual return | 18.66% | 32.77%-14.1pp | 68.23%-49.6pp | 34.38%-15.7pp |
| Employer contribution / active EE | $3,189 | $3,874-17.7% | $4,856-34.3% | $2,637+20.9% |
| Participant deferral / active EE | $8,574 | $7,782+10.2% | $7,758+10.5% | $4,528+89.3% |
| Admin fee / account holder | $366 | $266+37.6% | $10,762-96.6% | $348+5.3% |