Filed June 26, 1992
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 | $3,010 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,162 | $109,413-76.1% | $156,263-83.3% | $84,808-69.2% |
| Participation rate | 94.1% | 72.7%+21.4pp | 78.9%+15.2pp | 68.3%+25.8pp |
| Annual return | 13.36% | 20.18%-6.8pp | 59.47%-46.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,517 | $2,907-47.8% | $4,333-65.0% | $2,631-42.3% |
| Participant deferral / active EE | $1,809 | $4,590-60.6% | $6,158-70.6% | $4,212-57.0% |
| Admin fee / account holder | $50 | $9,357-99.5% | $14,255-99.6% | $7,344-99.3% |