Filed May 7, 1997
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) | $76,247 |
CURCIO WEBB1 year Filed as: CURCIO WEBB LLC Service code 27 610 16TH ST STE 205 · OAKLAND, CA 946121283 | Advisory (Plan) | $13,543 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $1,760 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,644 | $81,302+143.1% | $76,002+160.1% | $199,768-1.1% |
| Participation rate | 99.0% | 70.1%+28.9pp | 69.1%+29.9pp | 72.0%+27.0pp |
| Annual return | 14.61% | 16.31%-1.7pp | 360.07%-345.5pp | 34.26%-19.6pp |
| Employer contribution / active EE | $4,186 | $3,352+24.9% | $2,688+55.7% | $3,037+37.8% |
| Participant deferral / active EE | $5,592 | $4,721+18.5% | $4,257+31.4% | $5,090+9.9% |
| Admin fee / account holder | $39 | $145-72.9% | $6,414-99.4% | $269-85.4% |