Filed September 8, 2006
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) | $220,220 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $6,155 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $400 |
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 | $86,898 | $84,993+2.2% | $129,995-33.2% | $80,160+8.4% |
| Participation rate | 97.0% | 79.5%+17.5pp | 78.5%+18.5pp | 72.9%+24.1pp |
| Annual return | 14.47% | 23.76%-9.3pp | -137.18%+151.6pp | 40.38%-25.9pp |
| Employer contribution / active EE | $2,430 | $3,051-20.4% | $4,320-43.8% | $2,978-18.4% |
| Participant deferral / active EE | $4,321 | $4,984-13.3% | $5,820-25.8% | $5,017-13.9% |
| Admin fee / account holder | $78 | $391-80.0% | $10,614-99.3% | $145-46.2% |