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) | $63,086 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $900 |
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 | $107,332 | $70,115+53.1% | $70,515+52.2% | $80,160+33.9% |
| Participation rate | 82.0% | 71.7%+10.4pp | 68.3%+13.7pp | 72.9%+9.1pp |
| Annual return | 19.19% | 134.51%-115.3pp | 32.77%-13.6pp | 40.38%-21.2pp |
| Employer contribution / active EE | $3,745 | $3,021+24.0% | $2,973+26.0% | $2,978+25.8% |
| Participant deferral / active EE | $5,118 | $4,495+13.9% | $4,567+12.1% | $5,017+2.0% |
| Admin fee / account holder | $15 | $112-86.9% | $6,412-99.8% | $145-89.8% |