Filed October 18, 2004
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 | $67,100 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $19,815 |
Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $19,250 |
Annual investment return 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 | $217,045 | $131,153+65.5% | $101,326+114.2% | $102,872+111.0% |
| Participation rate | 99.8% | 80.8%+19.0pp | 81.5%+18.3pp | 73.0%+26.7pp |
| Annual return | 15.84% | 23.05%-7.2pp | 36.82%-21.0pp | 19.06%-3.2pp |
| Employer contribution / active EE | $8,785 | $3,900+125.3% | $3,665+139.7% | $3,526+149.1% |
| Participant deferral / active EE | $12,871 | $10,801+19.2% | $7,994+61.0% | $5,535+132.5% |
| Admin fee / account holder | $17 | $140-87.7% | $11,185-99.8% | $292-94.1% |