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) | $37,818 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $500 |
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 | $147,917 | $63,321+133.6% | $68,791+115.0% | $77,904+89.9% |
| Participation rate | 93.5% | 71.1%+22.4pp | 69.0%+24.5pp | 73.7%+19.9pp |
| Annual return | -16.39% | -6.50%-9.9pp | -6.38%-10.0pp | 12.21%-28.6pp |
| Employer contribution / active EE | $3,567 | $2,794+27.7% | $2,655+34.4% | $2,848+25.3% |
| Participant deferral / active EE | $4,692 | $4,029+16.5% | $3,941+19.1% | $4,806-2.4% |
| Admin fee / account holder | $17 | $104-83.9% | $4,932-99.7% | $133-87.3% |