Filed June 28, 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 | $20,959 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,267 | $50,199+504.1% | $70,092+332.7% | $66,914+353.2% |
| Participation rate | 95.7% | 66.3%+29.4pp | 70.5%+25.2pp | 69.8%+25.9pp |
| Annual return | -10.35% | -13.85%+3.5pp | 190.73%-201.1pp | 1.58%-11.9pp |
| Employer contribution / active EE | $12,021 | $1,864+544.9% | $2,559+369.8% | $2,544+372.5% |
| Participant deferral / active EE | $11,124 | $3,112+257.5% | $3,849+189.0% | $4,237+162.6% |
| Admin fee / account holder | $64 | $600-89.3% | $6,267-99.0% | $593-89.2% |