Filed April 7, 2014 (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 7-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 15 · EIN 84-0467907 | Recordkeeping | $52,926 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,032 | $86,897-32.1% | $151,611-61.1% | $64,808-8.9% |
| Participation rate | 97.1% | 87.3%+9.8pp | 87.5%+9.6pp | 71.5%+25.6pp |
| Annual return | -13.35% | -3.57%-9.8pp | 3.33%-16.7pp | 32.82%-46.2pp |
| Employer contribution / active EE | $2,012 | $4,010-49.8% | $6,166-67.4% | $2,506-19.7% |
| Participant deferral / active EE | $4,727 | $6,690-29.3% | $8,363-43.5% | $4,310+9.7% |
| Admin fee / account holder | $155 | $153+1.6% | $11,616-98.7% | $188-17.3% |