Filed December 30, 2005 (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 26 · EIN 84-1532243 | Advisory (Participants) | $2,280,666 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $1,004,740 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL, NICOLAUS & COMPANY, INCORPO Service code 50 · EIN 43-0538770 | Direct Payment | $32,695 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $739 |
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 | $109,798 | $140,769-22.0% | $82,389+33.3% | $140,769-22.0% |
| Participation rate | 98.9% | 74.2%+24.7pp | 69.5%+29.3pp | 74.2%+24.7pp |
| Annual return | 9.54% | 16.82%-7.3pp | 28.67%-19.1pp | 16.82%-7.3pp |
| Employer contribution / active EE | $4,562 | $3,906+16.8% | $2,517+81.3% | $3,906+16.8% |
| Participant deferral / active EE | $6,621 | $6,717-1.4% | $4,155+59.4% | $6,717-1.4% |
| Admin fee / account holder | $67 | $229-71.0% | $7,231-99.1% | $229-71.0% |