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 ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $15,769 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $11,987 |
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 | $86,881 | $66,457+30.7% | $81,438+6.7% | $77,671+11.9% |
| Participation rate | 97.6% | 68.7%+28.9pp | 69.5%+28.1pp | 70.6%+27.0pp |
| Annual return | 4.99% | 15.93%-10.9pp | 24.74%-19.8pp | 31.21%-26.2pp |
| Employer contribution / active EE | $2,418 | $2,159+12.0% | $2,460-1.7% | $2,726-11.3% |
| Participant deferral / active EE | $4,386 | $3,679+19.2% | $3,883+12.9% | $4,648-5.6% |
| Admin fee / account holder | $88 | $583-84.9% | $5,764-98.5% | $430-79.6% |