Filed October 18, 2004
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 | $443,846 |
MERCER2 years Filed as: MERCER (US) INC Service code 16 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $81,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,987 | $106,087-19.9% | $86,677-1.9% | $78,044+8.9% |
| Participation rate | 96.0% | 89.6%+6.5pp | 76.6%+19.5pp | 74.4%+21.6pp |
| Annual return | -11.81% | -14.87%+3.1pp | 35.91%-47.7pp | 10.87%-22.7pp |
| Employer contribution / active EE | $2,974 | $4,110-27.6% | $2,836+4.9% | $3,125-4.8% |
| Participant deferral / active EE | $6,116 | $6,851-10.7% | $4,656+31.4% | $5,084+20.3% |
| Admin fee / account holder | $78 | $81-4.4% | $7,493-99.0% | $79-1.6% |