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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $59,387 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 16 · EIN 36-4291971 | Consulting | $45,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $6,876 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,800 | $47,126+9.9% | $149,673-65.4% | $74,419-30.4% |
| Participation rate | 89.1% | 63.4%+25.7pp | 78.8%+10.4pp | 70.7%+18.4pp |
| Annual return | 14.89% | 22.75%-7.9pp | 134.42%-119.5pp | 34.38%-19.5pp |
| Employer contribution / active EE | $3,799 | $1,905+99.4% | $4,818-21.2% | $2,637+44.0% |
| Participant deferral / active EE | $2,691 | $2,728-1.3% | $5,680-52.6% | $4,528-40.6% |
| Admin fee / account holder | $88 | $343-74.4% | $13,210-99.3% | $348-74.8% |