Filed March 5, 2006
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 28 · EIN 84-1532243 | Investment Management | $21,523 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $4,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,625 | $66,457+43.9% | $81,382+17.5% | $77,643+23.2% |
| Participation rate | 94.9% | 68.7%+26.2pp | 69.5%+25.4pp | 70.6%+24.3pp |
| Annual return | 12.74% | 15.93%-3.2pp | 24.73%-12.0pp | 31.24%-18.5pp |
| Employer contribution / active EE | $4,499 | $2,159+108.3% | $2,463+82.7% | $2,726+65.0% |
| Participant deferral / active EE | $2,949 | $3,679-19.9% | $3,883-24.1% | $4,647-36.5% |
| Admin fee / account holder | $59 | $583-89.9% | $5,768-99.0% | $430-86.3% |