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 | $76,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,705 | $130,141-36.4% | $86,677-4.6% | $77,904+6.2% |
| Participation rate | 98.0% | 85.9%+12.0pp | 76.6%+21.4pp | 73.7%+24.3pp |
| Annual return | -12.84% | -12.75%-0.1pp | 35.91%-48.7pp | 12.21%-25.0pp |
| Employer contribution / active EE | $6,418 | $3,220+99.3% | $2,836+126.3% | $2,848+125.4% |
| Participant deferral / active EE | $4,451 | $5,757-22.7% | $4,656-4.4% | $4,806-7.4% |
| Admin fee / account holder | $35 | $132-73.7% | $7,493-99.5% | $133-73.9% |