Filed May 15, 2013 (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 O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $59,155 |
Service code 66 | Insurance mortality and expense charg... | $41,163 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $19 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,276 | $46,292+19.4% | $143,757-61.5% | $64,808-14.7% |
| Participation rate | 95.0% | 64.2%+30.8pp | 80.3%+14.7pp | 71.5%+23.5pp |
| Annual return | -12.53% | -10.05%-2.5pp | -0.04%-12.5pp | 32.82%-45.3pp |
| Employer contribution / active EE | $3,674 | $1,910+92.4% | $4,951-25.8% | $2,506+46.6% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $110 | $154-28.7% | $14,673-99.3% | $188-41.6% |