Filed February 23, 1
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 8-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 | $3,476 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,610 |
Service code 16 · EIN 34-1820650 | Consulting | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $47,071 | $72,607-35.2% | $90,749-48.1% | $66,914-29.7% |
| Participation rate | 51.6% | 73.7%-22.1pp | 75.7%-24.1pp | 69.8%-18.2pp |
| Annual return | -14.02% | -12.28%-1.7pp | -12.16%-1.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $636 | $2,369-73.2% | $2,921-78.2% | $2,544-75.0% |
| Participant deferral / active EE | $1,271 | $3,977-68.0% | $4,564-72.1% | $4,237-70.0% |
| Admin fee / account holder | $80 | $707-88.7% | $8,445-99.1% | $593-86.6% |