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) | $33,808 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $2,500 |
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 | $91,406 | $63,321+44.4% | $68,791+32.9% | $77,904+17.3% |
| Participation rate | 80.0% | 71.1%+8.9pp | 69.0%+11.0pp | 73.7%+6.3pp |
| Annual return | -16.63% | -6.50%-10.1pp | -6.38%-10.2pp | 12.21%-28.8pp |
| Employer contribution / active EE | $3,478 | $2,794+24.5% | $2,655+31.0% | $2,848+22.1% |
| Participant deferral / active EE | $4,788 | $4,029+18.8% | $3,941+21.5% | $4,806-0.4% |
| Admin fee / account holder | $9 | $104-91.7% | $4,932-99.8% | $133-93.5% |