Filed June 8, 2009 (most recent of 3 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 | $113,162 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 15 · EIN 36-4291971 | Recordkeeping | $55,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,193 | $50,815+51.9% | $155,509-50.4% | $77,643-0.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.85% | 34.80%-21.0pp | 64.67%-50.8pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,220 | $1,993-38.8% | $4,672-73.9% | $2,726-55.2% |
| Participant deferral / active EE | $5,342 | $2,822+89.3% | $5,626-5.1% | $4,647+14.9% |
| Admin fee / account holder | $190 | $437-56.6% | $15,912-98.8% | $430-56.0% |