Filed February 21, 2006 (most recent of 2 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 | $516,557 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,093 | $74,933+66.9% | $154,803-19.2% | $117,739+6.2% |
| Participation rate | 84.6% | 64.5%+20.1pp | 78.1%+6.6pp | 76.6%+8.0pp |
| Annual return | 13.55% | 17.34%-3.8pp | 58.88%-45.3pp | 17.29%-3.7pp |
| Employer contribution / active EE | $4,451 | $2,316+92.2% | $4,305+3.4% | $3,746+18.8% |
| Participant deferral / active EE | $7,978 | $3,942+102.4% | $5,540+44.0% | $6,128+30.2% |
| Admin fee / account holder | $75 | $129-42.0% | $14,329-99.5% | $112-33.0% |