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 | $963,708 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $893,394 |
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 | $168,921 | $106,994+57.9% | $135,903+24.3% | $96,393+75.2% |
| Participation rate | 90.5% | 72.5%+17.9pp | 81.9%+8.6pp | 71.3%+19.2pp |
| Annual return | 17.76% | 26.64%-8.9pp | 68.23%-50.5pp | 22.88%-5.1pp |
| Employer contribution / active EE | $2,866 | $3,391-15.5% | $4,856-41.0% | $3,238-11.5% |
| Participant deferral / active EE | $8,865 | $7,968+11.3% | $7,758+14.3% | $5,455+62.5% |
| Admin fee / account holder | $76 | $79-3.7% | $10,762-99.3% | $74+3.0% |