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) | $6,481 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $2,026 |
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 | $90,294 | $69,823+29.3% | $77,163+17.0% | $74,419+21.3% |
| Participation rate | 98.3% | 70.0%+28.3pp | 69.6%+28.7pp | 70.7%+27.5pp |
| Annual return | 9.52% | 19.98%-10.5pp | 37.87%-28.3pp | 34.38%-24.9pp |
| Employer contribution / active EE | $3,458 | $2,150+60.8% | $2,535+36.4% | $2,637+31.1% |
| Participant deferral / active EE | $5,125 | $3,558+44.1% | $3,833+33.7% | $4,528+13.2% |
| Admin fee / account holder | $36 | $398-90.9% | $5,472-99.3% | $348-89.6% |