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 | $8,604 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,227 | $55,415+12.3% | $155,509-60.0% | $74,495-16.5% |
| Participation rate | 80.4% | 61.9%+18.5pp | 78.2%+2.2pp | 67.2%+13.2pp |
| Annual return | 10.76% | 268.50%-257.7pp | 64.67%-53.9pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $914 | $2,267-59.7% | $4,672-80.4% | $2,623-65.2% |
| Participant deferral / active EE | $1,551 | $2,836-45.3% | $5,626-72.4% | $4,346-64.3% |
| Admin fee / account holder | $81 | $1,738-95.3% | $15,912-99.5% | $1,942-95.8% |