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 CO Service code 15 · EIN 84-0467907 | Recordkeeping | $996,852 |
ASCENSUS LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $202,798 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,805 | $83,057-40.0% | $143,757-65.4% | $89,394-44.3% |
| Participation rate | 95.7% | 74.0%+21.7pp | 80.3%+15.4pp | 71.3%+24.5pp |
| Annual return | -13.43% | -13.97%+0.5pp | -0.04%-13.4pp | -11.89%-1.5pp |
| Employer contribution / active EE | $1,697 | $2,095-19.0% | $4,951-65.7% | $3,022-43.8% |
| Participant deferral / active EE | $5,124 | $4,281+19.7% | $5,637-9.1% | $5,1230% |
| Admin fee / account holder | $113 | $83+36.6% | $14,673-99.2% | $79+42.8% |