Filed February 21, 2006 (most recent of 4 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) | $106,169 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $63,719 |
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 | $241,366 | $76,173+216.9% | $81,438+196.4% | $199,768+20.8% |
| Participation rate | 98.9% | 76.3%+22.7pp | 69.5%+29.4pp | 72.0%+26.9pp |
| Annual return | 10.06% | 15.59%-5.5pp | 24.74%-14.7pp | 34.26%-24.2pp |
| Employer contribution / active EE | $5,902 | $2,792+111.4% | $2,460+139.9% | $3,037+94.3% |
| Participant deferral / active EE | $11,454 | $4,201+172.6% | $3,883+195.0% | $5,090+125.0% |
| Admin fee / account holder | $71 | $146-51.4% | $5,764-98.8% | $269-73.6% |