Filed May 3, 2004
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 Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $169,493 |
SENTINEL PENSION ADVISORS4 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $55,000 |
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 | $70,657 | $50,820+39.0% | $155,567-54.6% | $77,671-9.0% |
| Participation rate | 88.7% | 63.1%+25.6pp | 78.2%+10.5pp | 70.6%+18.1pp |
| Annual return | 11.41% | 34.85%-23.4pp | 64.74%-53.3pp | 31.21%-19.8pp |
| Employer contribution / active EE | $2,308 | $1,993+15.8% | $4,674-50.6% | $2,726-15.3% |
| Participant deferral / active EE | $3,551 | $2,823+25.8% | $5,628-36.9% | $4,648-23.6% |
| Admin fee / account holder | $158 | $436-63.7% | $15,916-99.0% | $430-63.2% |