Filed August 18, 2020 (most recent of 2 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 ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $250,043 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $62,793 |
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $60,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,804 | $50,127-6.6% | $149,673-68.7% | $80,160-41.6% |
| Participation rate | 71.9% | 64.3%+7.6pp | 78.8%-6.8pp | 72.9%-1.0pp |
| Annual return | 18.59% | 29.82%-11.2pp | 134.42%-115.8pp | 40.38%-21.8pp |
| Employer contribution / active EE | $1,301 | $1,865-30.2% | $4,818-73.0% | $2,978-56.3% |
| Participant deferral / active EE | $3,188 | $3,194-0.2% | $5,680-43.9% | $5,017-36.5% |
| Admin fee / account holder | $160 | $153+4.7% | $13,210-98.8% | $145+10.2% |