Filed June 7, 2014 (most recent of 4 filings on file)
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 ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $189,171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,479 | $50,815+113.5% | $155,509-30.2% | $77,643+39.7% |
| Participation rate | 66.4% | 63.1%+3.3pp | 78.2%-11.8pp | 70.6%-4.2pp |
| Annual return | 14.97% | 34.80%-19.8pp | 64.67%-49.7pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,145 | $1,993-42.6% | $4,672-75.5% | $2,726-58.0% |
| Participant deferral / active EE | $5,072 | $2,822+79.7% | $5,626-9.9% | $4,647+9.1% |
| Admin fee / account holder | $201 | $437-53.9% | $15,912-98.7% | $430-53.2% |