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 INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $20,252 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,228 | $61,272-31.1% | $149,673-71.8% | $71,457-40.9% |
| Participation rate | 85.7% | 62.5%+23.2pp | 78.8%+6.9pp | 67.9%+17.8pp |
| Annual return | 13.62% | 35.85%-22.2pp | 134.42%-120.8pp | 28.85%-15.2pp |
| Employer contribution / active EE | $752 | $2,378-68.4% | $4,818-84.4% | $2,588-70.9% |
| Participant deferral / active EE | $1,365 | $2,917-53.2% | $5,680-76.0% | $4,289-68.2% |
| Admin fee / account holder | $97 | $1,261-92.3% | $13,210-99.3% | $1,587-93.9% |