Filed March 21, 2000 (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 | $466,259 |
FIDUCIENT ADVISORS LLC5 years Service code 66 · EIN 36-4001764 | Insurance mortality and expense charge | $84,740 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,754 | $145,877-42.6% | $150,045-44.2% | $102,872-18.6% |
| Participation rate | 92.4% | 79.8%+12.5pp | 82.3%+10.0pp | 73.0%+19.3pp |
| Annual return | 15.41% | 21.37%-6.0pp | 62.55%-47.1pp | 19.06%-3.6pp |
| Employer contribution / active EE | $1,672 | $4,710-64.5% | $4,693-64.4% | $3,526-52.6% |
| Participant deferral / active EE | $6,083 | $9,491-35.9% | $7,997-23.9% | $5,535+9.9% |
| Admin fee / account holder | $66 | $176-62.7% | $13,435-99.5% | $292-77.5% |