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 | $81,357+142.9% | $75,972+160.2% | $199,593-1.0% |
| Participation rate | 99.0% | 69.9%+29.1pp | 69.1%+30.0pp | 72.0%+27.0pp |
| Annual return | 14.61% | 16.32%-1.7pp | 359.55%-344.9pp | 34.25%-19.6pp |
| Employer contribution / active EE | $4,186 | $3,341+25.3% | $2,685+55.9% | $3,034+37.9% |
| Participant deferral / active EE | $5,592 | $4,710+18.7% | $4,255+31.4% | $5,087+9.9% |
| Admin fee / account holder | $39 | $144-72.8% | $6,467-99.4% | $269-85.4% |