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) | $6,090 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $1,413 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,369 | $56,503+42.2% | $70,092+14.7% | $64,808+24.0% |
| Participation rate | 96.8% | 70.5%+26.3pp | 70.5%+26.3pp | 71.5%+25.3pp |
| Annual return | -12.90% | -13.44%+0.5pp | 190.73%-203.6pp | 32.82%-45.7pp |
| Employer contribution / active EE | $3,200 | $2,046+56.4% | $2,559+25.1% | $2,506+27.7% |
| Participant deferral / active EE | $4,902 | $3,389+44.6% | $3,849+27.4% | $4,310+13.7% |
| Admin fee / account holder | $22 | $160-86.1% | $6,267-99.6% | $188-88.1% |