Filed January 19, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $187,882 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $20,984 |
CURCIO WEBB10+ years Service code 16 · EIN 36-4171366 | Consulting | $3,788 |
Service code 16 · EIN 34-1820650 | Consulting | $1,000 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant 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 | $55,340 | $110,299-49.8% | $102,423-46.0% | $199,593-72.3% |
| Participation rate | 84.1% | 86.3%-2.2pp | 76.5%+7.6pp | 72.0%+12.1pp |
| Annual return | 14.90% | 35.73%-20.8pp | 29.32%-14.4pp | 34.25%-19.4pp |
| Employer contribution / active EE | $3,069 | $3,603-14.8% | $3,023+1.5% | $3,034+1.1% |
| Participant deferral / active EE | $3,421 | $6,376-46.3% | $5,053-32.3% | $5,087-32.7% |
| Admin fee / account holder | $55 | $122-55.2% | $9,451-99.4% | $269-79.6% |