Filed September 21, 2001 (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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,156,522 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $492,128 |
PROSKAUER ROSE LLP2 years Service code 29 ELVEN TIMES SQUARE CNEW YORK 2 · NEW YORK, NY 10036 | Legal | $56,762 |
GRANT THORNTON LLP3 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $43,459 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Distribution (1... | $11,237 |
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 | $217,040 | $167,668+29.4% | $100,391+116.2% | $106,382+104.0% |
| Participation rate | 89.3% | 87.6%+1.8pp | 81.5%+7.9pp | 69.9%+19.5pp |
| Annual return | 16.70% | 18.33%-1.6pp | 49.20%-32.5pp | 17.37%-0.7pp |
| Employer contribution / active EE | $6,149 | $4,908+25.3% | $3,942+56.0% | $3,364+82.8% |
| Participant deferral / active EE | $10,650 | $11,427-6.8% | $8,082+31.8% | $5,569+91.3% |
| Admin fee / account holder | $94 | $94+0.2% | $7,899-98.8% | $79+18.6% |