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) | $95,712 |
CURCIO WEBB1 year Filed as: CURCIO WEBB LLC Service code 27 610 16TH ST STE 205 · OAKLAND, CA 946121283 | Advisory (Plan) | $15,853 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $8,550 |
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 | $121,041 | $81,357+48.8% | $75,972+59.3% | $199,593-39.4% |
| Participation rate | 82.5% | 69.9%+12.6pp | 69.1%+13.5pp | 72.0%+10.5pp |
| Annual return | 14.57% | 16.32%-1.7pp | 359.55%-345.0pp | 34.25%-19.7pp |
| Employer contribution / active EE | $3,894 | $3,341+16.6% | $2,685+45.0% | $3,034+28.3% |
| Participant deferral / active EE | $5,512 | $4,710+17.0% | $4,255+29.5% | $5,087+8.4% |
| Admin fee / account holder | $27 | $144-81.0% | $6,467-99.6% | $269-89.8% |