Filed June 14, 2008 (most recent of 6 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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $10,306 |
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 | $43,533 | $46,292-6.0% | $143,757-69.7% | $64,808-32.8% |
| Participation rate | 97.6% | 64.2%+33.4pp | 80.3%+17.3pp | 71.5%+26.2pp |
| Annual return | -16.07% | -10.05%-6.0pp | -0.04%-16.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,579 | $1,910-17.3% | $4,951-68.1% | $2,506-37.0% |
| Participant deferral / active EE | $2,627 | $2,646-0.7% | $5,637-53.4% | $4,310-39.1% |
| Admin fee / account holder | $43 | $154-72.1% | $14,673-99.7% | $188-77.2% |