Filed September 12, 2006 (most recent of 5 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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $773,150 |
Filed as: CAPTRUST Service code 28 · EIN 36-3121777 | Investment Management | $136,494 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $79,357 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,898 | $78,044+119.0% | $93,789+82.2% | $78,044+119.0% |
| Participation rate | 94.5% | 74.4%+20.0pp | 81.0%+13.5pp | 74.4%+20.0pp |
| Annual return | -15.12% | 10.87%-26.0pp | -11.33%-3.8pp | 10.87%-26.0pp |
| Employer contribution / active EE | $4,526 | $3,125+44.9% | $4,323+4.7% | $3,125+44.9% |
| Participant deferral / active EE | $9,633 | $5,084+89.5% | $6,094+58.1% | $5,084+89.5% |
| Admin fee / account holder | $217 | $79+175.3% | $7,195-97.0% | $79+175.3% |