Filed October 26, 2007 (most recent of 3 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $1,109,794 |
Service code 16 · EIN 34-1820650 | Consulting | $5,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,694 | $106,087+60.9% | $86,677+96.9% | $78,044+118.7% |
| Participation rate | 96.6% | 89.6%+7.0pp | 76.6%+20.0pp | 74.4%+22.1pp |
| Annual return | -15.24% | -14.87%-0.4pp | 35.91%-51.2pp | 10.87%-26.1pp |
| Employer contribution / active EE | $5,351 | $4,110+30.2% | $2,836+88.6% | $3,125+71.2% |
| Participant deferral / active EE | $8,572 | $6,851+25.1% | $4,656+84.1% | $5,084+68.6% |
| Admin fee / account holder | $117 | $81+44.5% | $7,493-98.4% | $79+48.7% |