Filed July 12, 2006 (most recent of 2 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 ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $336,073 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $310,301 |
MERCER1 year Filed as: MERCER (US) INC. Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $79,200 |
CHARLES SCHWAB & CO., INC.3 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $12,732 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,902 | $182,927+22.9% | $200,582+12.1% | $117,739+91.0% |
| Participation rate | 98.2% | 92.5%+5.8pp | 86.9%+11.3pp | 76.6%+21.6pp |
| Annual return | 18.49% | 15.76%+2.7pp | 42.33%-23.8pp | 17.29%+1.2pp |
| Employer contribution / active EE | $8,265 | $5,985+38.1% | $6,419+28.8% | $3,746+120.6% |
| Participant deferral / active EE | $12,380 | $9,711+27.5% | $9,331+32.7% | $6,128+102.0% |
| Admin fee / account holder | $74 | $95-22.0% | $16,305-99.5% | $112-33.8% |