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 | $950,920 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $857,545 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,284 | $90,195+61.1% | $125,339+15.9% | $89,394+62.5% |
| Participation rate | 91.5% | 72.4%+19.1pp | 82.4%+9.1pp | 71.3%+20.2pp |
| Annual return | -16.30% | -6.51%-9.8pp | 572.05%-588.4pp | -11.89%-4.4pp |
| Employer contribution / active EE | $3,082 | $3,043+1.3% | $4,814-36.0% | $3,022+2.0% |
| Participant deferral / active EE | $8,321 | $7,170+16.1% | $7,446+11.8% | $5,123+62.4% |
| Admin fee / account holder | $73 | $69+5.1% | $10,010-99.3% | $79-8.3% |