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 Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $89,617 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $2,168 |
CHARLES SCHWAB & CO., INC.9 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,846 | $92,055-7.8% | $106,213-20.1% | $77,643+9.3% |
| Participation rate | 62.7% | 81.0%-18.3pp | 75.3%-12.6pp | 70.6%-7.9pp |
| Annual return | 7.99% | 17.91%-9.9pp | 116.14%-108.1pp | 31.24%-23.2pp |
| Employer contribution / active EE | $1,848 | $3,367-45.1% | $3,171-41.7% | $2,726-32.2% |
| Participant deferral / active EE | $3,288 | $5,386-38.9% | $5,016-34.4% | $4,647-29.2% |
| Admin fee / account holder | $154 | $219-29.8% | $11,033-98.6% | $430-64.3% |