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) | $398,619 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $242,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,342 | $67,679+61.6% | $155,509-29.7% | $99,062+10.4% |
| Participation rate | 68.5% | 67.2%+1.3pp | 78.2%-9.7pp | 71.6%-3.1pp |
| Annual return | 15.39% | 16.16%-0.8pp | 64.67%-49.3pp | 17.66%-2.3pp |
| Employer contribution / active EE | $2,289 | $2,268+0.9% | $4,672-51.0% | $3,262-29.8% |
| Participant deferral / active EE | $5,801 | $3,828+51.5% | $5,626+3.1% | $5,331+8.8% |
| Admin fee / account holder | $118 | $94+26.3% | $15,912-99.3% | $109+8.5% |