Filed September 14, 2006 (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 | $399,182 |
COWEN & COMPANY LLC5 years Service code 50 · EIN 84-1702964 | Direct Payment | $8,335 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,589 | $112,686-1.0% | $169,993-34.4% | $80,160+39.2% |
| Participation rate | 99.8% | 87.4%+12.4pp | 87.0%+12.8pp | 72.9%+26.9pp |
| Annual return | 16.50% | 67.04%-50.5pp | 53.37%-36.9pp | 40.38%-23.9pp |
| Employer contribution / active EE | $5,119 | $4,481+14.2% | $6,785-24.6% | $2,978+71.9% |
| Participant deferral / active EE | $6,978 | $7,876-11.4% | $10,408-33.0% | $5,017+39.1% |
| Admin fee / account holder | $82 | $99-16.8% | $12,815-99.4% | $145-43.1% |