Filed June 20, 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 Service code 28 · EIN 84-1455663 | Investment Management | $23,317 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,555 | $106,236+89.7% | $112,228+79.6% | $64,808+211.0% |
| Participation rate | 99.9% | 71.7%+28.2pp | 75.1%+24.8pp | 71.5%+28.4pp |
| Annual return | 4.76% | -6.02%+10.8pp | 27.45%-22.7pp | 32.82%-28.1pp |
| Employer contribution / active EE | $15,109 | $3,166+377.2% | $3,635+315.7% | $2,506+503.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $15 | $452-96.8% | $6,410-99.8% | $188-92.3% |