Filed November 21, 2008
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 | $24,901 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,072 | $69,823-18.3% | $77,163-26.0% | $74,419-23.3% |
| Participation rate | 87.1% | 70.0%+17.1pp | 69.6%+17.5pp | 70.7%+16.4pp |
| Annual return | 13.86% | 19.98%-6.1pp | 37.87%-24.0pp | 34.38%-20.5pp |
| Employer contribution / active EE | $941 | $2,150-56.2% | $2,535-62.9% | $2,637-64.3% |
| Participant deferral / active EE | $4,517 | $3,558+27.0% | $3,833+17.8% | $4,528-0.3% |
| Admin fee / account holder | $61 | $398-84.5% | $5,472-98.9% | $348-82.3% |