Filed June 22, 2010 (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 | $12,492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,092 | $130,194+26.0% | $169,993-3.5% | $71,457+129.6% |
| Participation rate | 95.1% | 86.1%+8.9pp | 87.0%+8.1pp | 67.9%+27.1pp |
| Annual return | 15.81% | 20.37%-4.6pp | 53.37%-37.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $10,231 | $4,381+133.5% | $6,785+50.8% | $2,588+295.4% |
| Participant deferral / active EE | $4,542 | $6,923-34.4% | $10,408-56.4% | $4,289+5.9% |
| Admin fee / account holder | $63 | $966-93.5% | $12,815-99.5% | $1,587-96.0% |