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 | $840,137 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 13-5581829 | Insurance services | $297,182 |
ASCENSUS LLC2 years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 99 · EIN 26-0058143 | Other Fees | $174,133 |
Service code 16 · EIN 34-1820650 | Consulting | $1,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,455 | $68,330-15.9% | $149,673-61.6% | $96,393-40.4% |
| Participation rate | 94.6% | 74.6%+20.0pp | 78.8%+15.8pp | 71.3%+23.3pp |
| Annual return | 18.33% | 29.64%-11.3pp | 134.42%-116.1pp | 22.88%-4.5pp |
| Employer contribution / active EE | $1,656 | $2,139-22.6% | $4,818-65.6% | $3,238-48.9% |
| Participant deferral / active EE | $5,212 | $4,422+17.9% | $5,680-8.2% | $5,455-4.5% |
| Admin fee / account holder | $101 | $52+94.6% | $13,210-99.2% | $74+36.9% |