Filed February 24, 2006
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 | $114,940 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $9,710 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,087 | $100,227+22.8% | $169,993-27.6% | $74,419+65.4% |
| Participation rate | 95.6% | 87.3%+8.3pp | 87.0%+8.6pp | 70.7%+24.9pp |
| Annual return | 17.05% | 66.08%-49.0pp | 53.37%-36.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $3,330 | $4,263-21.9% | $6,785-50.9% | $2,637+26.3% |
| Participant deferral / active EE | $4,350 | $7,143-39.1% | $10,408-58.2% | $4,528-3.9% |
| Admin fee / account holder | $187 | $234-20.4% | $12,815-98.5% | $348-46.3% |