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 | $43,910 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 15 · EIN 36-4291971 | Recordkeeping | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,911 | $50,815+19.9% | $155,509-60.8% | $77,643-21.5% |
| Participation rate | 91.5% | 63.1%+28.4pp | 78.2%+13.3pp | 70.6%+20.9pp |
| Annual return | 15.00% | 34.80%-19.8pp | 64.67%-49.7pp | 31.24%-16.2pp |
| Employer contribution / active EE | $3,109 | $1,993+56.0% | $4,672-33.5% | $2,726+14.1% |
| Participant deferral / active EE | $4,727 | $2,822+67.5% | $5,626-16.0% | $4,647+1.7% |
| Admin fee / account holder | $174 | $437-60.2% | $15,912-98.9% | $430-59.6% |