Filed November 9, 2005
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) | $20,708 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $4,538 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $76,445 | $88,890-14.0% | $102,423-25.4% | $77,643-1.5% |
| Participation rate | 98.6% | 80.9%+17.7pp | 76.5%+22.1pp | 70.6%+28.0pp |
| Annual return | 10.67% | 24.98%-14.3pp | 29.32%-18.7pp | 31.24%-20.6pp |
| Employer contribution / active EE | $2,406 | $2,698-10.8% | $3,023-20.4% | $2,726-11.7% |
| Participant deferral / active EE | $5,793 | $5,145+12.6% | $5,053+14.7% | $4,647+24.7% |
| Admin fee / account holder | $79 | $235-66.2% | $9,451-99.2% | $430-81.5% |