Filed June 11, 2001
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 64 · EIN 06-1050034 | Recordkeeping Fees | $85,154 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,315 | $110,299-40.8% | $102,423-36.2% | $199,593-67.3% |
| Participation rate | 97.2% | 86.3%+10.9pp | 76.5%+20.7pp | 72.0%+25.3pp |
| Annual return | 15.09% | 35.73%-20.6pp | 29.32%-14.2pp | 34.25%-19.2pp |
| Employer contribution / active EE | $3,227 | $3,603-10.4% | $3,023+6.7% | $3,034+6.4% |
| Participant deferral / active EE | $6,238 | $6,376-2.2% | $5,053+23.5% | $5,087+22.6% |
| Admin fee / account holder | $24 | $122-80.2% | $9,451-99.7% | $269-91.0% |