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) | $128,289 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $53,297 |
CANTERBURY CONSULTING9 years Filed as: CANTERBURY CONSULTING INC Service code 27 660 NEWPORT CENTER DR STE 300 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $19,318 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $600 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,380 | $110,299-37.1% | $102,423-32.3% | $199,593-65.2% |
| Participation rate | 79.6% | 86.3%-6.7pp | 76.5%+3.1pp | 72.0%+7.6pp |
| Annual return | 12.34% | 35.73%-23.4pp | 29.32%-17.0pp | 34.25%-21.9pp |
| Employer contribution / active EE | $2,418 | $3,603-32.9% | $3,023-20.0% | $3,034-20.3% |
| Participant deferral / active EE | $4,018 | $6,376-37.0% | $5,053-20.5% | $5,087-21.0% |
| Admin fee / account holder | $77 | $122-37.4% | $9,451-99.2% | $269-71.5% |