Filed October 18, 2006 (most recent of 4 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 Service code 15 · EIN 84-0467907 | Recordkeeping | $562,997 |
Service code 28 · EIN 26-0058143 | Investment Management | $167,411 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,511 | $121,719-37.1% | $154,803-50.6% | $140,769-45.6% |
| Participation rate | 91.1% | 76.3%+14.9pp | 78.1%+13.1pp | 74.2%+17.0pp |
| Annual return | 18.12% | 19.22%-1.1pp | 58.88%-40.8pp | 16.82%+1.3pp |
| Employer contribution / active EE | $1,713 | $2,466-30.5% | $4,305-60.2% | $3,906-56.1% |
| Participant deferral / active EE | $5,191 | $5,384-3.6% | $5,540-6.3% | $6,717-22.7% |
| Admin fee / account holder | $54 | $71-24.1% | $14,329-99.6% | $229-76.6% |