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 | Recordkeeping and information managem... | $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 | $80,717-58.2% | $154,803-78.2% | $84,808-60.2% |
| Participation rate | 79.8% | 66.8%+13.0pp | 78.1%+1.7pp | 68.3%+11.5pp |
| Annual return | 13.06% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $864 | $2,761-68.7% | $4,305-79.9% | $2,631-67.1% |
| Participant deferral / active EE | $2,303 | $3,303-30.3% | $5,540-58.4% | $4,212-45.3% |
| Admin fee / account holder | $1 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |