Filed August 5, 1992
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 | $33,195 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $564 |
CHARLES SCHWAB & CO., INC.8 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $0 |
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 | $81,464 | $84,784-3.9% | $98,439-17.2% | $74,419+9.5% |
| Participation rate | 94.8% | 81.5%+13.3pp | 75.2%+19.7pp | 70.7%+24.1pp |
| Annual return | 9.82% | 20.59%-10.8pp | 21.16%-11.3pp | 34.38%-24.6pp |
| Employer contribution / active EE | $2,609 | $3,364-22.4% | $3,048-14.4% | $2,637-1.1% |
| Participant deferral / active EE | $4,691 | $5,218-10.1% | $4,738-1.0% | $4,528+3.6% |
| Admin fee / account holder | $57 | $204-72.2% | $8,948-99.4% | $348-83.6% |