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 | $89,178-1.8% | $91,541-4.3% | $102,872-14.9% |
| Participation rate | 81.5% | 79.7%+1.9pp | 69.8%+11.8pp | 73.0%+8.5pp |
| Annual return | 6.09% | 14.52%-8.4pp | 20.50%-14.4pp | 19.06%-13.0pp |
| Employer contribution / active EE | $4,778 | $3,455+38.3% | $2,505+90.8% | $3,526+35.5% |
| Participant deferral / active EE | $3,041 | $4,657-34.7% | $4,008-24.1% | $5,535-45.1% |
| Admin fee / account holder | $64 | $134-52.2% | $6,956-99.1% | $292-78.1% |