Filed January 3, 2008
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) | $252,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $230,259 |
Service code 16 · EIN 34-1820650 | Consulting | $900 |
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 | $94,090 | $2,679,533-96.5% | $164,813-42.9% | $199,593-52.9% |
| Participation rate | 94.8% | 78.3%+16.5pp | 78.6%+16.2pp | 72.0%+22.9pp |
| Annual return | 15.40% | 17.93%-2.5pp | 69.93%-54.5pp | 34.25%-18.8pp |
| Employer contribution / active EE | $4,633 | $2,970+56.0% | $4,341+6.7% | $3,034+52.7% |
| Participant deferral / active EE | $5,568 | $5,010+11.1% | $6,031-7.7% | $5,087+9.5% |
| Admin fee / account holder | $90 | $1,982-95.5% | $12,690-99.3% | $269-66.5% |