Filed January 13, 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 60 · EIN 84-0467907 | Sub-TA Fees | $37,284 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,425 | $46,292+0.3% | $143,757-67.7% | $64,808-28.4% |
| Participation rate | 81.7% | 64.2%+17.5pp | 80.3%+1.4pp | 71.5%+10.2pp |
| Annual return | -14.32% | -10.05%-4.3pp | -0.04%-14.3pp | 32.82%-47.1pp |
| Employer contribution / active EE | $3,163 | $1,910+65.6% | $4,951-36.1% | $2,506+26.2% |
| Participant deferral / active EE | $2,421 | $2,646-8.5% | $5,637-57.1% | $4,310-43.8% |
| Admin fee / account holder | $32 | $154-79.0% | $14,673-99.8% | $188-82.8% |