Filed September 3, 2013 (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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $152,622 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,022 | $140,190-65.7% | $115,756-58.5% | $77,904-38.4% |
| Participation rate | 93.2% | 81.0%+12.1pp | 77.1%+16.1pp | 73.7%+19.5pp |
| Annual return | -14.40% | -13.46%-0.9pp | 143.14%-157.5pp | 12.21%-26.6pp |
| Employer contribution / active EE | $3,645 | $3,169+15.0% | $3,793-3.9% | $2,848+28.0% |
| Participant deferral / active EE | $4,934 | $5,401-8.6% | $6,254-21.1% | $4,806+2.7% |
| Admin fee / account holder | $88 | $138-36.6% | $8,124-98.9% | $133-33.7% |