Filed May 17, 2021 (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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $118,052 |
CANTERBURY CONSULTING8 years Filed as: CANTERBURY CONSULTING INC Service code 27 660 NEWPORT CENTER DR STE 300 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $40,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $7,887 |
Service code 16 · EIN 34-1820650 | Consulting | $900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,236 | $104,697-39.6% | $96,544-34.5% | $80,160-21.1% |
| Participation rate | 74.1% | 86.4%-12.3pp | 76.0%-1.9pp | 72.9%+1.1pp |
| Annual return | 17.12% | 21.78%-4.7pp | 25.84%-8.7pp | 40.38%-23.3pp |
| Employer contribution / active EE | $2,295 | $3,536-35.1% | $2,965-22.6% | $2,978-22.9% |
| Participant deferral / active EE | $3,893 | $6,188-37.1% | $4,851-19.7% | $5,017-22.4% |
| Admin fee / account holder | $60 | $107-44.0% | $8,252-99.3% | $145-58.7% |