Filed January 6, 2006
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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $22,541 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,675 | $65,061-37.5% | $143,757-71.7% | $66,914-39.2% |
| Participation rate | 83.9% | 65.2%+18.7pp | 80.3%+3.6pp | 69.8%+14.1pp |
| Annual return | -13.21% | -11.14%-2.1pp | -0.04%-13.2pp | 1.58%-14.8pp |
| Employer contribution / active EE | $728 | $2,361-69.2% | $4,951-85.3% | $2,544-71.4% |
| Participant deferral / active EE | $1,260 | $2,919-56.8% | $5,637-77.6% | $4,237-70.3% |
| Admin fee / account holder | $123 | $502-75.5% | $14,673-99.2% | $593-79.3% |