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 | $96,787 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $26,506 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,561 | $92,745-5.6% | $89,340-2.0% | $103,975-15.8% |
| Participation rate | 81.5% | 78.0%+3.5pp | 69.6%+12.0pp | 72.5%+9.0pp |
| Annual return | 6.09% | 13.58%-7.5pp | 20.57%-14.5pp | 19.41%-13.3pp |
| Employer contribution / active EE | $4,778 | $3,754+27.3% | $2,231+114.1% | $3,722+28.3% |
| Participant deferral / active EE | $3,041 | $4,592-33.8% | $3,823-20.4% | $5,343-43.1% |
| Admin fee / account holder | $64 | $146-56.3% | $6,704-99.0% | $332-80.7% |