Filed January 18, 2006 (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 Service code 15 · EIN 84-0467907 | Recordkeeping | $116,303 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,912 | $145,516-19.7% | $184,203-36.5% | $99,062+18.0% |
| Participation rate | 96.7% | 90.3%+6.4pp | 86.8%+9.8pp | 71.6%+25.0pp |
| Annual return | 16.61% | 21.23%-4.6pp | 28.81%-12.2pp | 17.66%-1.0pp |
| Employer contribution / active EE | $3,359 | $5,354-37.3% | $6,427-47.7% | $3,262+3.0% |
| Participant deferral / active EE | $8,862 | $8,423+5.2% | $9,131-3.0% | $5,331+66.2% |
| Admin fee / account holder | $11 | $78-86.1% | $13,901-99.9% | $109-90.1% |