Filed August 20, 2009
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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $395 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,729 | $76,407-55.9% | $150,298-77.6% | $82,448-59.1% |
| Participation rate | 79.8% | 66.4%+13.4pp | 77.8%+2.0pp | 68.1%+11.7pp |
| Annual return | 13.06% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $864 | $2,614-66.9% | $4,154-79.2% | $2,551-66.1% |
| Participant deferral / active EE | $2,303 | $3,214-28.3% | $5,453-57.8% | $4,139-44.4% |
| Admin fee / account holder | $1 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |