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 Service code 15 · EIN 84-0467907 | Recordkeeping | $69,463 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,737 | $47,126+20.4% | $149,673-62.1% | $74,419-23.8% |
| Participation rate | 73.3% | 63.4%+9.9pp | 78.8%-5.5pp | 70.7%+2.6pp |
| Annual return | 16.23% | 22.75%-6.5pp | 134.42%-118.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $3,193 | $1,905+67.6% | $4,818-33.7% | $2,637+21.1% |
| Participant deferral / active EE | $4,549 | $2,728+66.8% | $5,680-19.9% | $4,528+0.5% |
| Admin fee / account holder | $171 | $343-50.1% | $13,210-98.7% | $348-50.8% |