Filed September 24, 1996
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 CO Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $98,853 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,103 | $88,890+13.7% | $102,423-1.3% | $77,643+30.2% |
| Participation rate | 92.8% | 80.9%+11.9pp | 76.5%+16.3pp | 70.6%+22.2pp |
| Annual return | 13.58% | 24.98%-11.4pp | 29.32%-15.7pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,999 | $2,698-25.9% | $3,023-33.9% | $2,726-26.7% |
| Participant deferral / active EE | $4,127 | $5,145-19.8% | $5,053-18.3% | $4,647-11.2% |
| Admin fee / account holder | $166 | $235-29.3% | $9,451-98.2% | $430-61.3% |