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) | $68,433 |
CURCIO WEBB1 year Filed as: CURCIO WEBB LLC Service code 99 610 16TH ST STE 205 · OAKLAND, CA 946121283 | Other Fees | $20,604 |
CHARLES SCHWAB & CO., INC.9 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $16,637 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $546,879 | $81,302+572.6% | $76,002+619.6% | $199,768+173.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 69.1%+30.9pp | 72.0%+28.0pp |
| Annual return | 16.95% | 16.31%+0.6pp | 360.07%-343.1pp | 34.26%-17.3pp |
| Employer contribution / active EE | $38,242 | $3,352+1040.8% | $2,688+1322.5% | $3,037+1159.4% |
| Participant deferral / active EE | $15,276 | $4,721+223.6% | $4,257+258.9% | $5,090+200.1% |
| Admin fee / account holder | $71 | $145-51.3% | $6,414-98.9% | $269-73.7% |