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) | $22,533 |
CHARLES SCHWAB & CO., INC.7 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $14,676 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $410,203 | $63,321+547.8% | $68,791+496.3% | $77,904+426.6% |
| Participation rate | 99.9% | 71.1%+28.8pp | 69.0%+30.9pp | 73.7%+26.2pp |
| Annual return | -19.73% | -6.50%-13.2pp | -6.38%-13.4pp | 12.21%-31.9pp |
| Employer contribution / active EE | $29,724 | $2,794+964.0% | $2,655+1019.5% | $2,848+943.8% |
| Participant deferral / active EE | $13,136 | $4,029+226.0% | $3,941+233.3% | $4,806+173.3% |
| Admin fee / account holder | $20 | $104-80.7% | $4,932-99.6% | $133-84.8% |