Filed April 2, 2008 (most recent of 3 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 EMPOWER INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $155,868 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $48,876 |
REGIONS BANK2 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 1900 5TH AVE N 25TH FL · BIRMINGHAM, AL 35203 | Advisory (Plan) | $23,539 |
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 | $96,369 | $140,190-31.3% | $115,756-16.7% | $77,904+23.7% |
| Participation rate | 74.8% | 81.0%-6.2pp | 77.1%-2.3pp | 73.7%+1.1pp |
| Annual return | -6.34% | -13.46%+7.1pp | 143.14%-149.5pp | 12.21%-18.5pp |
| Employer contribution / active EE | $1,774 | $3,169-44.0% | $3,793-53.2% | $2,848-37.7% |
| Participant deferral / active EE | $4,876 | $5,401-9.7% | $6,254-22.0% | $4,806+1.5% |
| Admin fee / account holder | $91 | $138-34.2% | $8,124-98.9% | $133-31.3% |