Filed March 31, 2009 (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 ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $144,192 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $47,503 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $24,903 |
Service code 16 · EIN 34-1820650 | Consulting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,243 | $69,823-3.7% | $77,163-12.9% | $74,419-9.6% |
| Participation rate | 93.6% | 70.0%+23.6pp | 69.6%+24.0pp | 70.7%+22.8pp |
| Annual return | 15.01% | 19.98%-5.0pp | 37.87%-22.9pp | 34.38%-19.4pp |
| Employer contribution / active EE | $2,947 | $2,150+37.0% | $2,535+16.2% | $2,637+11.7% |
| Participant deferral / active EE | $5,891 | $3,558+65.6% | $3,833+53.7% | $4,528+30.1% |
| Admin fee / account holder | $155 | $398-61.0% | $5,472-97.2% | $348-55.4% |