Filed December 7, 2010 (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 28 · EIN 84-1532243 | Investment Management | $1,115,564 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $873,728 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $187,706 | $128,056+46.6% | $146,958+27.7% | $106,382+76.4% |
| Participation rate | 90.2% | 67.2%+23.0pp | 82.2%+8.0pp | 69.9%+20.3pp |
| Annual return | 13.38% | 17.89%-4.5pp | 418.34%-405.0pp | 17.37%-4.0pp |
| Employer contribution / active EE | $3,921 | $3,384+15.9% | $4,933-20.5% | $3,364+16.6% |
| Participant deferral / active EE | $9,101 | $7,674+18.6% | $8,070+12.8% | $5,569+63.4% |
| Admin fee / account holder | $84 | $89-5.7% | $12,998-99.4% | $79+5.4% |