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 | $14,647 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,890 | $104,697-9.4% | $96,544-1.7% | $80,160+18.4% |
| Participation rate | 99.2% | 86.4%+12.8pp | 76.0%+23.3pp | 72.9%+26.3pp |
| Annual return | 14.56% | 21.78%-7.2pp | 25.84%-11.3pp | 40.38%-25.8pp |
| Employer contribution / active EE | $6,476 | $3,536+83.1% | $2,965+118.4% | $2,978+117.5% |
| Participant deferral / active EE | $4,574 | $6,188-26.1% | $4,851-5.7% | $5,017-8.8% |
| Admin fee / account holder | $6 | $107-93.9% | $8,252-99.9% | $145-95.5% |