Filed October 2, 2001 (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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $313,666 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $198,416 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,399 | $59,339+67.5% | $149,673-33.6% | $103,482-3.9% |
| Participation rate | 66.0% | 70.2%-4.2pp | 78.8%-12.8pp | 73.3%-7.3pp |
| Annual return | 18.79% | 77.78%-59.0pp | 134.42%-115.6pp | 33.11%-14.3pp |
| Employer contribution / active EE | $2,168 | $2,178-0.4% | $4,818-55.0% | $3,208-32.4% |
| Participant deferral / active EE | $5,369 | $3,716+44.5% | $5,680-5.5% | $5,207+3.1% |
| Admin fee / account holder | $102 | $103-0.8% | $13,210-99.2% | $114-10.4% |